AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,345,825 | +11.1% | 101,266 | +13.2% | 0.01% | +25.0% |
| Q2 2023 | $4,811,634 | +82.3% | 89,419 | +79.2% | 0.01% | +60.0% |
| Q1 2023 | $2,639,496 | -7.3% | 49,905 | -11.5% | 0.01% | -16.7% |
| Q4 2022 | $2,846,055 | +109.4% | 56,413 | +90.7% | 0.01% | +100.0% |
| Q3 2022 | $1,359,000 | +8.7% | 29,585 | +23.1% | 0.00% | 0.0% |
| Q2 2022 | $1,250,000 | +18.9% | 24,028 | +35.6% | 0.00% | +50.0% |
| Q1 2022 | $1,051,000 | -66.1% | 17,721 | -63.8% | 0.00% | -66.7% |
| Q4 2021 | $3,102,000 | +237.2% | 48,985 | +243.4% | 0.01% | +200.0% |
| Q3 2021 | $920,000 | +15.9% | 14,263 | +24.9% | 0.00% | 0.0% |
| Q2 2021 | $794,000 | – | 11,415 | – | 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% |