AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 22 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,600,566 | +10.4% | 257,635 | +12.6% | 0.19% | +10.3% |
| Q2 2023 | $12,317,160 | +82.4% | 228,901 | +71.0% | 0.18% | +42.3% |
| Q1 2023 | $6,753,250 | 0.0% | 133,860 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $6,753,250 | +63.7% | 133,860 | +49.0% | 0.12% | +46.4% |
| Q3 2022 | $4,126,000 | +29.9% | 89,834 | +47.2% | 0.08% | +33.3% |
| Q2 2022 | $3,176,000 | +16.9% | 61,044 | +33.2% | 0.06% | +16.7% |
| Q1 2022 | $2,717,000 | +1.8% | 45,842 | +8.7% | 0.05% | +3.8% |
| Q4 2021 | $2,670,000 | +35.8% | 42,173 | +38.4% | 0.05% | +30.0% |
| Q3 2021 | $1,966,000 | -1.4% | 30,474 | +6.3% | 0.04% | -16.7% |
| Q2 2021 | $1,994,000 | +29.0% | 28,673 | +21.9% | 0.05% | -36.8% |
| Q1 2021 | $1,546,000 | +48.9% | 23,531 | +40.1% | 0.08% | +40.7% |
| Q4 2020 | $1,038,000 | +28.0% | 16,799 | +7.2% | 0.05% | -12.9% |
| Q3 2020 | $811,000 | +16.4% | 15,677 | +6.3% | 0.06% | -6.1% |
| Q2 2020 | $697,000 | +108.1% | 14,742 | +75.0% | 0.07% | +106.2% |
| Q1 2020 | $335,000 | – | 8,423 | – | 0.03% | – |
Download | ||||||
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% |