AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 391 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,682,523 | +15.0% | 43,911 | +9.1% | 1.52% | +9.3% |
| Q1 2024 | $2,332,948 | +19.4% | 40,251 | +16.2% | 1.39% | +12.0% |
| Q4 2023 | $1,954,139 | +362.4% | 34,654 | +332.9% | 1.24% | +341.1% |
| Q3 2023 | $422,637 | +1.1% | 8,006 | +3.1% | 0.28% | +10.2% |
| Q2 2023 | $417,888 | +7.5% | 7,766 | +5.7% | 0.26% | +4.5% |
| Q1 2023 | $388,742 | +21.3% | 7,350 | +15.7% | 0.24% | +15.6% |
| Q4 2022 | $320,358 | -84.6% | 6,350 | -86.0% | 0.21% | -85.6% |
| Q3 2022 | $2,086,000 | -12.2% | 45,424 | -0.6% | 1.47% | -7.5% |
| Q2 2022 | $2,377,000 | – | 45,684 | – | 1.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 1,788,549 | $117,534,519,000 | 63.98% |
| Waypoint Wealth Partners Inc. | 269,939 | $17,739,000 | 12.92% |
| Versant Capital Management, Inc | 333,636 | $21,925,000 | 7.99% |
| Pure Financial Advisors, LLC | 1,119,909 | $73,595,000 | 7.31% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 142,594 | $9,372,000 | 5.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 249,472 | $16,394,000 | 4.43% |
| Adero Partners, LLC | 93,175 | $6,123,000 | 2.74% |
| Symmetry Partners, LLC | 489,366 | $32,159,000 | 2.31% |
| FOSTER & MOTLEY INC | 399,448 | $26,250,000 | 2.19% |
| Prosperity Planning, Inc. | 33,307 | $2,189,000 | 1.56% |