AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 216 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is 2.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,512,431 | -3.8% | 445,396 | -1.9% | 0.76% | -6.7% |
Q2 2023 | $24,443,276 | -1.0% | 454,252 | -2.7% | 0.81% | -4.8% |
Q1 2023 | $24,685,818 | +2.5% | 466,739 | -2.2% | 0.85% | -2.3% |
Q4 2022 | $24,074,329 | -3.8% | 477,192 | -12.4% | 0.87% | -32.1% |
Q3 2022 | $25,029,000 | +55.4% | 544,932 | +76.1% | 1.28% | +53.0% |
Q2 2022 | $16,104,000 | -35.8% | 309,513 | -26.8% | 0.84% | -29.5% |
Q1 2022 | $25,077,000 | +454.4% | 423,022 | +492.2% | 1.19% | +463.0% |
Q4 2021 | $4,523,000 | +56.6% | 71,429 | +59.6% | 0.21% | +45.5% |
Q3 2021 | $2,888,000 | +2.7% | 44,767 | +10.8% | 0.14% | -7.1% |
Q2 2021 | $2,811,000 | +6.5% | 40,420 | +0.6% | 0.16% | -4.9% |
Q1 2021 | $2,639,000 | +6.3% | 40,164 | -0.0% | 0.16% | -0.6% |
Q4 2020 | $2,482,000 | +20.7% | 40,170 | +1.1% | 0.16% | +5.1% |
Q3 2020 | $2,056,000 | +9.7% | 39,751 | +0.3% | 0.16% | +4.0% |
Q2 2020 | $1,875,000 | -99.9% | 39,651 | +9.9% | 0.15% | +15.3% |
Q1 2020 | $1,432,675,000 | – | 36,072 | – | 0.13% | – |
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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% |