AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $390,118 | -1.9% | 7,390 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $397,656 | +1.7% | 7,390 | 0.0% | 0.10% | -5.0% |
Q1 2023 | $390,857 | +2.0% | 7,390 | -2.7% | 0.10% | -3.8% |
Q4 2022 | $383,278 | +25.3% | 7,597 | +29.0% | 0.10% | +16.7% |
Q2 2022 | $306,000 | -57.3% | 5,889 | -51.3% | 0.09% | -53.4% |
Q1 2022 | $717,000 | -30.0% | 12,102 | -25.2% | 0.19% | -29.6% |
Q4 2021 | $1,025,000 | +226.4% | 16,187 | +232.9% | 0.27% | +174.0% |
Q3 2021 | $314,000 | -11.8% | 4,862 | -5.1% | 0.10% | -8.3% |
Q2 2021 | $356,000 | +6.3% | 5,123 | +0.6% | 0.11% | +1.9% |
Q1 2021 | $335,000 | +6.7% | 5,091 | 0.0% | 0.11% | +10.3% |
Q4 2020 | $314,000 | – | 5,091 | – | 0.10% | – |
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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% |