AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $85,005,326 | +7.9% | 1,507,454 | +1.0% | 2.93% | -9.0% |
| Q3 2023 | $78,782,141 | -0.8% | 1,492,369 | +1.2% | 3.22% | -4.3% |
| Q2 2023 | $79,382,077 | +2.6% | 1,475,229 | +0.8% | 3.37% | -6.1% |
| Q1 2023 | $77,389,199 | +6.7% | 1,463,210 | +1.8% | 3.59% | -4.2% |
| Q4 2022 | $72,505,750 | +15.3% | 1,437,180 | +5.0% | 3.74% | +2.4% |
| Q3 2022 | $62,892,000 | -9.0% | 1,369,303 | +3.0% | 3.66% | -14.6% |
| Q2 2022 | $69,141,000 | -7.7% | 1,328,873 | +5.2% | 4.28% | +25.0% |
| Q1 2022 | $74,890,000 | -2.0% | 1,263,327 | +4.7% | 3.43% | -9.5% |
| Q4 2021 | $76,410,000 | +2.3% | 1,206,723 | +4.3% | 3.79% | -34.2% |
| Q3 2021 | $74,656,000 | -6.6% | 1,157,278 | +0.7% | 5.76% | -11.4% |
| Q2 2021 | $79,941,000 | +8.6% | 1,149,325 | +2.6% | 6.50% | -11.1% |
| Q1 2021 | $73,595,000 | – | 1,119,909 | – | 7.31% | – |
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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% |