AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 181 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,574,412 | -1.8% | 295,026 | +0.1% | 1.99% | -1.9% |
| Q2 2023 | $15,853,060 | +0.7% | 294,612 | -1.1% | 2.02% | -0.9% |
| Q1 2023 | $15,747,773 | +3.5% | 297,746 | -1.3% | 2.04% | -3.0% |
| Q4 2022 | $15,222,014 | +179.6% | 301,725 | +154.5% | 2.11% | +139.2% |
| Q3 2022 | $5,445,000 | -15.6% | 118,559 | -4.4% | 0.88% | -10.7% |
| Q2 2022 | $6,449,000 | +134.7% | 123,953 | +167.3% | 0.99% | +139.6% |
| Q1 2022 | $2,748,000 | +948.9% | 46,365 | +1019.9% | 0.41% | +956.4% |
| Q4 2021 | $262,000 | – | 4,140 | – | 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% |