AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 20 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,796,093 | -1.7% | 204,510 | +0.2% | 0.58% | -2.5% |
| Q2 2023 | $10,987,528 | +1.3% | 204,191 | -0.4% | 0.59% | -2.8% |
| Q1 2023 | $10,842,616 | +0.0% | 205,003 | -4.6% | 0.61% | -4.5% |
| Q4 2022 | $10,840,753 | +45.0% | 214,881 | +32.0% | 0.64% | +28.1% |
| Q3 2022 | $7,477,000 | -12.7% | 162,785 | -1.1% | 0.50% | -7.6% |
| Q2 2022 | $8,565,000 | +41.9% | 164,611 | +61.6% | 0.54% | +37.4% |
| Q1 2022 | $6,037,000 | -6.4% | 101,846 | 0.0% | 0.39% | -3.9% |
| Q4 2021 | $6,449,000 | +3.0% | 101,846 | +5.0% | 0.41% | -5.5% |
| Q3 2021 | $6,259,000 | -7.3% | 97,030 | 0.0% | 0.43% | -18.1% |
| Q2 2021 | $6,749,000 | +26.7% | 97,030 | +19.7% | 0.53% | -54.9% |
| Q1 2021 | $5,328,000 | +6.4% | 81,074 | 0.0% | 1.17% | -4.9% |
| Q4 2020 | $5,008,000 | +20.6% | 81,074 | +1.0% | 1.23% | -2.1% |
| Q3 2020 | $4,154,000 | +9.4% | 80,292 | 0.0% | 1.26% | +10.2% |
| Q2 2020 | $3,798,000 | +28.3% | 80,292 | +7.7% | 1.14% | -0.2% |
| Q1 2020 | $2,961,000 | -27.8% | 74,556 | 0.0% | 1.15% | -8.8% |
| Q4 2019 | $4,099,000 | – | 74,556 | – | 1.26% | – |
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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% |