AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,582 | +0.2% | 162,569 | +2.2% | 1.52% | +2.7% |
| Q2 2023 | $8,561 | +5.6% | 159,096 | +3.8% | 1.48% | -0.3% |
| Q1 2023 | $8,107 | +8.1% | 153,279 | +3.1% | 1.49% | +2.2% |
| Q4 2022 | $7,503 | -99.9% | 148,720 | +15.1% | 1.45% | +13.1% |
| Q3 2022 | $5,935,000 | -16.5% | 129,213 | -5.4% | 1.29% | -10.8% |
| Q2 2022 | $7,105,000 | +11.6% | 136,556 | +27.2% | 1.44% | +16.1% |
| Q1 2022 | $6,365,000 | – | 107,370 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 1,961,477 | $126,534,878,000 | 16.13% |
| Waypoint Wealth Partners Inc. | 391,393 | $25,249,000 | 9.45% |
| Versant Capital Management, Inc | 332,286 | $21,436,000 | 7.58% |
| Pure Financial Advisors, LLC | 1,157,278 | $74,656,000 | 5.76% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 263,533 | $17,000,000 | 3.94% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 157,765 | $10,177,000 | 3.67% |
| Larson Financial Group LLC | 272,048 | $17,550,000 | 3.48% |
| B&D White Capital Company, LLC | 98,531 | $6,356,000 | 2.45% |
| FOSTER & MOTLEY INC | 454,836 | $29,341,000 | 2.44% |
| Adero Partners, LLC | 198,831 | $12,827,000 | 2.31% |