AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,351 | -2.6% | 63,482 | -0.7% | 0.52% | -0.4% |
| Q2 2023 | $3,439 | -99.9% | 63,903 | +2.4% | 0.52% | -3.7% |
| Q1 2023 | $3,301,500 | +6.6% | 62,422 | +1.6% | 0.54% | -1.3% |
| Q4 2022 | $3,098,437 | +6.2% | 61,416 | -3.3% | 0.55% | -9.7% |
| Q3 2022 | $2,917,000 | -6.3% | 63,507 | +6.1% | 0.61% | -3.8% |
| Q2 2022 | $3,114,000 | +2.1% | 59,849 | +16.4% | 0.63% | +14.5% |
| Q1 2022 | $3,049,000 | +40.5% | 51,438 | +50.1% | 0.55% | +40.6% |
| Q4 2021 | $2,170,000 | +88.5% | 34,263 | +92.0% | 0.39% | +71.2% |
| Q3 2021 | $1,151,000 | +227.9% | 17,848 | +253.9% | 0.23% | +231.9% |
| Q2 2021 | $351,000 | – | 5,043 | – | 0.07% | – |
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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% |