AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630 | +29.1% | 11,935 | +31.6% | 0.00% | +50.0% |
| Q2 2023 | $488 | +38.6% | 9,066 | +36.1% | 0.00% | 0.0% |
| Q1 2023 | $352 | +30.4% | 6,661 | +24.6% | 0.00% | +100.0% |
| Q4 2022 | $270 | -99.9% | 5,344 | -7.4% | 0.00% | 0.0% |
| Q3 2022 | $265,000 | -14.8% | 5,773 | -3.4% | 0.00% | -50.0% |
| Q2 2022 | $311,000 | +50.2% | 5,977 | +71.0% | 0.00% | +100.0% |
| Q1 2022 | $207,000 | -24.2% | 3,495 | -18.8% | 0.00% | 0.0% |
| Q4 2021 | $273,000 | – | 4,305 | – | 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% |