AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 265 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,468,873 | +12.0% | 27,825 | +14.2% | 0.33% | +7.5% |
| Q2 2023 | $1,311,234 | +1.6% | 24,368 | -0.1% | 0.31% | -3.1% |
| Q1 2023 | $1,290,622 | +13.9% | 24,402 | +8.7% | 0.32% | +19.1% |
| Q4 2022 | $1,132,956 | +2.3% | 22,457 | -6.9% | 0.27% | -10.1% |
| Q3 2022 | $1,108,000 | -11.9% | 24,115 | -0.2% | 0.30% | -8.0% |
| Q2 2022 | $1,258,000 | +33.1% | 24,169 | +51.5% | 0.32% | +43.6% |
| Q1 2022 | $945,000 | +16.5% | 15,950 | +24.5% | 0.22% | +8.2% |
| Q4 2021 | $811,000 | +25.3% | 12,810 | +27.7% | 0.21% | +17.5% |
| Q3 2021 | $647,000 | +9.7% | 10,030 | +18.3% | 0.18% | +10.6% |
| Q2 2021 | $590,000 | +133.2% | 8,480 | +119.9% | 0.16% | +116.2% |
| Q1 2021 | $253,000 | – | 3,856 | – | 0.07% | – |
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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% |