AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,683,338 | -23.5% | 71,828 | -17.9% | 0.20% | -20.4% |
| Q2 2023 | $4,816,999 | +9.3% | 87,439 | +4.1% | 0.25% | -2.7% |
| Q1 2023 | $4,408,423 | +3.5% | 84,034 | +6.4% | 0.26% | -1.5% |
| Q4 2022 | $4,260,880 | +43.9% | 78,964 | +28.1% | 0.26% | +23.7% |
| Q3 2022 | $2,960,000 | +78.2% | 61,635 | +92.7% | 0.21% | +75.8% |
| Q2 2022 | $1,661,000 | +17.1% | 31,991 | +20.7% | 0.12% | +11.1% |
| Q1 2022 | $1,418,000 | +6.4% | 26,496 | +24.5% | 0.11% | +14.9% |
| Q4 2021 | $1,333,000 | +121.8% | 21,287 | +133.4% | 0.09% | +123.8% |
| Q3 2021 | $601,000 | -43.8% | 9,121 | -43.8% | 0.04% | +5.0% |
| Q2 2021 | $1,070,000 | +98.1% | 16,242 | +105.3% | 0.04% | -11.1% |
| Q1 2021 | $540,000 | +27.1% | 7,913 | +23.5% | 0.04% | +12.5% |
| Q4 2020 | $425,000 | +23.5% | 6,407 | -0.9% | 0.04% | -2.4% |
| Q3 2020 | $344,000 | – | 6,467 | – | 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% |