AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 254 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,404,003 | +0.2% | 26,596 | +2.1% | 0.36% | +0.8% |
| Q2 2023 | $1,401,428 | +4.1% | 26,044 | +2.3% | 0.36% | +3.7% |
| Q1 2023 | $1,346,104 | +8.4% | 25,451 | +3.4% | 0.35% | +5.5% |
| Q4 2022 | $1,242,079 | +9.5% | 24,620 | -0.3% | 0.33% | +7.9% |
| Q3 2022 | $1,134,000 | -11.4% | 24,692 | +0.4% | 0.30% | -2.6% |
| Q2 2022 | $1,280,000 | -6.8% | 24,602 | +6.2% | 0.31% | -0.6% |
| Q1 2022 | $1,374,000 | +0.3% | 23,171 | +7.1% | 0.32% | +4.0% |
| Q4 2021 | $1,370,000 | – | 21,643 | – | 0.30% | – |
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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% |