AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 265 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,101 | -42.3% | 8,280 | -41.2% | 0.26% | -45.7% |
| Q2 2023 | $757,537 | +1.4% | 14,078 | -0.3% | 0.48% | -7.1% |
| Q1 2023 | $746,965 | -5.3% | 14,123 | -9.6% | 0.52% | -9.3% |
| Q4 2022 | $788,534 | +6.8% | 15,630 | -2.7% | 0.57% | -26.0% |
| Q3 2022 | $738,000 | +112.1% | 16,067 | +140.5% | 0.77% | +73.9% |
| Q2 2022 | $348,000 | -1.7% | 6,682 | +11.9% | 0.44% | +20.0% |
| Q1 2022 | $354,000 | +4.4% | 5,972 | +11.4% | 0.37% | +2.2% |
| Q4 2021 | $339,000 | +16.9% | 5,360 | +19.1% | 0.36% | -25.5% |
| Q3 2021 | $290,000 | -25.8% | 4,500 | -20.0% | 0.49% | -18.3% |
| Q2 2021 | $391,000 | – | 5,625 | – | 0.60% | – |
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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% |