AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,747,835 | +7.1% | 127,824 | +9.1% | 0.32% | -2.4% |
| Q2 2023 | $6,302,449 | +10.1% | 117,124 | +8.2% | 0.33% | -2.4% |
| Q1 2023 | $5,724,475 | +9.8% | 108,234 | +4.8% | 0.34% | -5.9% |
| Q4 2022 | $5,212,222 | +26.9% | 103,315 | +15.5% | 0.36% | +13.7% |
| Q3 2022 | $4,107,000 | -1.8% | 89,426 | +11.2% | 0.31% | -2.5% |
| Q2 2022 | $4,184,000 | -8.1% | 80,406 | +4.7% | 0.32% | +1.3% |
| Q1 2022 | $4,552,000 | -6.3% | 76,789 | +0.0% | 0.32% | -8.6% |
| Q4 2021 | $4,860,000 | +25.4% | 76,754 | +27.7% | 0.35% | +18.8% |
| Q3 2021 | $3,877,000 | +31.3% | 60,102 | +41.6% | 0.29% | +24.8% |
| Q2 2021 | $2,952,000 | – | 42,435 | – | 0.23% | – |
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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% |