AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,284 | -1.9% | 4,779 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $257,158 | -1.7% | 4,779 | -3.4% | 0.07% | -2.9% |
| Q1 2023 | $261,542 | +4.8% | 4,945 | 0.0% | 0.07% | -2.9% |
| Q4 2022 | $249,476 | -31.3% | 4,945 | -37.4% | 0.07% | -29.3% |
| Q3 2022 | $362,985 | -28.9% | 7,903 | -19.4% | 0.10% | -25.6% |
| Q2 2022 | $510,467 | -13.6% | 9,811 | -1.5% | 0.13% | -8.3% |
| Q1 2022 | $590,726 | -6.4% | 9,965 | 0.0% | 0.14% | -16.7% |
| Q4 2021 | $630,984 | +3.2% | 9,965 | +5.2% | 0.17% | +8.1% |
| Q3 2021 | $611,233 | -7.3% | 9,475 | 0.0% | 0.16% | -9.0% |
| Q2 2021 | $659,034 | +0.0% | 9,475 | -5.5% | 0.18% | -5.9% |
| Q1 2021 | $658,793 | +6.3% | 10,025 | -0.0% | 0.19% | -4.1% |
| Q4 2020 | $619,607 | +122.8% | 10,030 | +86.6% | 0.20% | +115.4% |
| Q3 2020 | $278,049 | – | 5,375 | – | 0.09% | – |
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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% |