AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,669,000 | +23.9% | 372,586 | +26.3% | 0.01% | +25.0% |
| Q2 2023 | $15,874,000 | +36.6% | 295,000 | +34.2% | 0.00% | +33.3% |
| Q1 2023 | $11,623,000 | +62.9% | 219,743 | +55.4% | 0.00% | +50.0% |
| Q4 2022 | $7,134,000 | +329.8% | 141,401 | +291.1% | 0.00% | +100.0% |
| Q3 2022 | $1,660,000 | -74.5% | 36,152 | -71.1% | 0.00% | -50.0% |
| Q2 2022 | $6,500,000 | +605.8% | 124,932 | +704.5% | 0.00% | – |
| Q1 2022 | $921,000 | +3075.9% | 15,530 | +3268.8% | 0.00% | – |
| Q4 2021 | $29,000 | +3.6% | 461 | +5.7% | 0.00% | – |
| Q3 2021 | $28,000 | -84.4% | 436 | -83.2% | 0.00% | – |
| Q2 2021 | $180,000 | +17.6% | 2,592 | +11.2% | 0.00% | – |
| Q1 2021 | $153,000 | -30.8% | 2,330 | -34.8% | 0.00% | – |
| Q4 2020 | $221,000 | +92.2% | 3,572 | +60.0% | 0.00% | – |
| Q3 2020 | $115,000 | +161.4% | 2,232 | +139.2% | 0.00% | – |
| Q2 2020 | $44,000 | -60.4% | 933 | -66.7% | 0.00% | – |
| Q1 2020 | $111,000 | – | 2,805 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 2,147,105 | $127,280,372,000 | 12.85% |
| Waypoint Wealth Partners Inc. | 357,129 | $21,171,000 | 7.74% |
| Versant Capital Management, Inc | 334,419 | $19,824,000 | 6.32% |
| Henrickson Nauta Wealth Advisors, Inc. | 112,355 | $6,660,000 | 5.54% |
| LIBRA WEALTH LLC | 131,081 | $8,008,000 | 4.59% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 122,386 | $7,385,000 | 3.78% |
| Pure Financial Advisors, LLC | 1,263,327 | $74,890,000 | 3.43% |
| Larson Financial Group LLC | 359,703 | $21,323,000 | 3.41% |
| Capasso Planning Partners LLC | 66,600 | $3,948,000 | 2.79% |
| FOSTER & MOTLEY INC | 557,690 | $33,060,000 | 2.59% |