AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,476,974 | +0.1% | 331,066 | +2.0% | 1.04% | -1.8% |
| Q2 2023 | $17,462,260 | +5.9% | 324,517 | +4.1% | 1.06% | -1.0% |
| Q1 2023 | $16,482,957 | +5.1% | 311,646 | +0.3% | 1.07% | -5.7% |
| Q4 2022 | $15,677,741 | +49.1% | 310,758 | +35.8% | 1.13% | +26.5% |
| Q3 2022 | $10,512,000 | +235.3% | 228,880 | +279.9% | 0.89% | +223.9% |
| Q2 2022 | $3,135,000 | -60.2% | 60,255 | -54.6% | 0.28% | -58.1% |
| Q1 2022 | $7,872,000 | +134.1% | 132,798 | +150.1% | 0.66% | +125.3% |
| Q4 2021 | $3,362,000 | +188.3% | 53,101 | +193.9% | 0.29% | +135.5% |
| Q3 2021 | $1,166,000 | – | 18,069 | – | 0.12% | – |
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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% |