AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
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, | 2,292,793 | $119,294,014,000 | 12.97% |
| Waypoint Wealth Partners Inc. | 369,729 | $19,237,000 | 7.38% |
| Versant Capital Management, Inc | 338,174 | $17,595,000 | 6.45% |
| WJ Interests, LLC | 133,277 | $6,934,000 | 5.35% |
| Henrickson Nauta Wealth Advisors, Inc. | 109,325 | $5,688,000 | 5.20% |
| Highland Financial Advisors, LLC | 134,935 | $7,021,000 | 4.81% |
| Quantum Financial Advisors, LLC | 219,764 | $11,566,000 | 4.34% |
| Pure Financial Advisors, LLC | 1,328,873 | $69,141,000 | 4.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 166,172 | $8,646,000 | 4.22% |
| Waypoint Capital Advisors, LLC | 176,083 | $9,162,000 | 4.16% |