AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 257 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,787,895 | +8.4% | 62,005 | +2.8% | 1.79% | +2.7% |
| Q1 2024 | $3,494,926 | +12.4% | 60,299 | +2.4% | 1.75% | -6.3% |
| Q4 2023 | $3,108,112 | -0.1% | 58,876 | -0.1% | 1.86% | -30.7% |
| Q3 2023 | $3,111,782 | -1.6% | 58,946 | +0.3% | 2.69% | +0.9% |
| Q2 2023 | $3,162,967 | +2.5% | 58,780 | +0.8% | 2.66% | -5.6% |
| Q1 2023 | $3,085,110 | – | 58,331 | – | 2.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Vancouver Investment Management, LLC | 191,090 | $11,673,689 | 11.21% |
| Oak Root LLC | 1,187,668 | $72,554,638 | 9.67% |
| Morton Brown Family Wealth, LLC | 370,157 | $22,738,760 | 8.98% |
| Savant Capital, LLC | 14,181,306 | $866,335,996 | 8.67% |
| WJ Interests, LLC | 271,978 | $16,615,158 | 8.27% |
| Waypoint Wealth Partners Inc. | 441,969 | $26,999,903 | 7.89% |
| WEST PACES ADVISORS INC. | 439,913 | $26,874,265 | 7.01% |
| Shotwell Rutter Baer Inc | 123,934 | $7,752,058 | 6.87% |
| Ritter Daniher Financial Advisory LLC / DE | 349,276 | $21,337,251 | 6.80% |
| Valued Wealth Advisors LLC | 147,146 | $8,989,163 | 6.17% |