AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,272,625 | +24.2% | 43,050 | +34.3% | 0.02% | +25.0% |
| Q2 2023 | $1,829,943 | +8.3% | 32,062 | +0.4% | 0.02% | 0.0% |
| Q1 2023 | $1,689,632 | +12.7% | 31,946 | -49.0% | 0.02% | -78.7% |
| Q4 2022 | $1,499,212 | -47.2% | 62,657 | +1.5% | 0.08% | +127.3% |
| Q3 2022 | $2,837,000 | +65.5% | 61,761 | +87.4% | 0.03% | +120.0% |
| Q2 2022 | $1,714,000 | -14.1% | 32,951 | -2.1% | 0.02% | 0.0% |
| Q1 2022 | $1,996,000 | -4.5% | 33,665 | +2.0% | 0.02% | -6.2% |
| Q4 2021 | $2,089,000 | -33.5% | 32,996 | -32.2% | 0.02% | -20.0% |
| Q3 2021 | $3,140,000 | -2.5% | 48,675 | +5.2% | 0.02% | -28.6% |
| Q2 2021 | $3,219,000 | +18.6% | 46,275 | +12.0% | 0.03% | +7.7% |
| Q1 2021 | $2,715,000 | – | 41,322 | – | 0.03% | – |
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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% |