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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 2,292,793 | $119,294,014,000 | 12.97% |
| Waypoint Wealth Partners Inc. | 369,729 | $19,237,000 | 7.38% |
| Versant Capital Management, Inc | 338,174 | $17,595,000 | 6.45% |
| WJ Interests, LLC | 133,277 | $6,934,000 | 5.35% |
| Henrickson Nauta Wealth Advisors, Inc. | 109,325 | $5,688,000 | 5.20% |
| Highland Financial Advisors, LLC | 134,935 | $7,021,000 | 4.81% |
| Quantum Financial Advisors, LLC | 219,764 | $11,566,000 | 4.34% |
| Pure Financial Advisors, LLC | 1,328,873 | $69,141,000 | 4.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 166,172 | $8,646,000 | 4.22% |
| Waypoint Capital Advisors, LLC | 176,083 | $9,162,000 | 4.16% |