AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 26 filers reported holding AMERICAN CENTY ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,493,345 | -3.4% | 445,034 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $24,314,802 | +41.4% | 451,864 | +39.0% | 0.01% | +14.3% |
| Q1 2023 | $17,193,164 | -49.1% | 325,074 | -51.4% | 0.01% | -56.2% |
| Q4 2022 | $33,749,133 | +1891.1% | 668,962 | +1712.9% | 0.02% | +1500.0% |
| Q3 2022 | $1,695,000 | -92.6% | 36,900 | -90.5% | 0.00% | -85.7% |
| Q1 2022 | $22,934,000 | +432.0% | 386,874 | +524.2% | 0.01% | +250.0% |
| Q2 2021 | $4,311,000 | +104.1% | 61,980 | +92.9% | 0.00% | +100.0% |
| Q1 2021 | $2,112,000 | -0.7% | 32,133 | -6.6% | 0.00% | 0.0% |
| Q4 2020 | $2,126,000 | +556.2% | 34,421 | +449.4% | 0.00% | – |
| Q3 2020 | $324,000 | -77.1% | 6,265 | -79.1% | 0.00% | -100.0% |
| Q2 2020 | $1,415,000 | -75.0% | 29,906 | -79.0% | 0.00% | -83.3% |
| Q1 2020 | $5,667,000 | +411.9% | 142,683 | +608.4% | 0.01% | +200.0% |
| Q4 2019 | $1,107,000 | – | 20,143 | – | 0.00% | – |
Download | ||||||
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% |