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 | $28,453 | -1.9% | 539 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29,003 | -94.0% | 539 | -94.1% | 0.01% | -94.2% |
| Q1 2023 | $483,075 | +4.8% | 9,133 | 0.0% | 0.17% | -1.1% |
| Q4 2022 | $460,789 | +10.0% | 9,133 | +0.0% | 0.17% | +4.8% |
| Q3 2022 | $419,000 | -11.8% | 9,130 | 0.0% | 0.17% | +5.7% |
| Q2 2022 | $475,000 | -12.2% | 9,130 | +0.0% | 0.16% | -4.3% |
| Q1 2022 | $541,000 | -5.9% | 9,128 | +0.4% | 0.16% | -4.1% |
| Q4 2021 | $575,000 | +2.0% | 9,090 | +3.8% | 0.17% | -4.5% |
| Q3 2021 | $564,000 | -7.2% | 8,757 | +0.0% | 0.18% | -9.1% |
| Q2 2021 | $608,000 | +10.1% | 8,755 | +4.2% | 0.20% | -7.1% |
| Q1 2021 | $552,000 | – | 8,405 | – | 0.21% | – |
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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% |