AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,340,657 | +7.1% | 63,282 | +9.2% | 0.50% | +7.3% |
| Q2 2023 | $3,119,258 | +9.7% | 57,968 | +7.9% | 0.46% | +2.2% |
| Q1 2023 | $2,842,256 | +15.6% | 53,739 | +10.3% | 0.45% | +5.1% |
| Q4 2022 | $2,458,832 | +103.2% | 48,738 | +85.0% | 0.43% | +83.4% |
| Q3 2022 | $1,210,000 | +73.6% | 26,344 | +96.6% | 0.24% | +71.5% |
| Q2 2022 | $697,000 | +130.0% | 13,399 | +162.1% | 0.14% | +144.6% |
| Q1 2022 | $303,000 | -67.3% | 5,113 | -65.1% | 0.06% | -67.8% |
| Q4 2021 | $928,000 | +147.5% | 14,657 | +152.3% | 0.17% | +128.9% |
| Q3 2021 | $375,000 | +202.4% | 5,810 | +226.4% | 0.08% | +192.3% |
| Q2 2021 | $124,000 | – | 1,780 | – | 0.03% | – |
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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% |