AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,592 | -23.5% | 27,327 | -22.0% | 0.03% | -23.5% |
| Q2 2023 | $1,886,094 | +18.6% | 35,051 | +16.6% | 0.03% | +13.3% |
| Q1 2023 | $1,589,768 | +34.2% | 30,058 | +28.0% | 0.03% | +25.0% |
| Q4 2022 | $1,184,869 | +18.0% | 23,486 | +7.4% | 0.02% | +9.1% |
| Q3 2022 | $1,004,000 | -3.1% | 21,858 | +9.8% | 0.02% | 0.0% |
| Q2 2022 | $1,036,000 | -0.8% | 19,913 | +13.1% | 0.02% | +22.2% |
| Q1 2022 | $1,044,000 | -32.6% | 17,604 | -28.1% | 0.02% | -35.7% |
| Q4 2021 | $1,550,000 | +9.5% | 24,480 | +11.5% | 0.03% | +7.7% |
| Q3 2021 | $1,416,000 | -6.7% | 21,951 | +0.7% | 0.03% | -10.3% |
| Q2 2021 | $1,517,000 | +9.5% | 21,807 | +3.4% | 0.03% | -6.5% |
| Q1 2021 | $1,386,000 | +6.0% | 21,089 | -0.4% | 0.03% | -3.1% |
| Q4 2020 | $1,308,000 | +2.5% | 21,174 | -14.2% | 0.03% | -17.9% |
| Q3 2020 | $1,276,000 | +133.7% | 24,666 | +79.5% | 0.04% | -7.1% |
| Q1 2020 | $546,000 | – | 13,743 | – | 0.04% | – |
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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% |