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 | $726,626 | -20.9% | 13,764 | -19.4% | 0.07% | -1.3% |
| Q2 2023 | $918,776 | +45.3% | 17,074 | +42.8% | 0.08% | +17.2% |
| Q1 2023 | $632,443 | -22.0% | 11,957 | -25.6% | 0.06% | -11.1% |
| Q4 2022 | $810,757 | +61.8% | 16,070 | +47.3% | 0.07% | +50.0% |
| Q3 2022 | $501,000 | -3.3% | 10,912 | +7.6% | 0.05% | 0.0% |
| Q2 2022 | $518,000 | +96.2% | 10,138 | +127.6% | 0.05% | +140.0% |
| Q1 2022 | $264,000 | – | 4,454 | – | 0.02% | – |
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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% |