AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 60 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,758,752 | +11.3% | 69,852 | +9.4% | 0.63% | -1.1% |
| Q1 2023 | $3,377,277 | -5.7% | 63,855 | -10.1% | 0.63% | -14.6% |
| Q4 2022 | $3,583,187 | +14.3% | 71,025 | +4.1% | 0.74% | +18.2% |
| Q3 2022 | $3,134,000 | +0.0% | 68,229 | +13.3% | 0.63% | +6.1% |
| Q2 2022 | $3,133,000 | +1.9% | 60,207 | +16.1% | 0.59% | +20.1% |
| Q1 2022 | $3,074,000 | +6.7% | 51,859 | +13.9% | 0.49% | +16.6% |
| Q4 2021 | $2,882,000 | +15.7% | 45,511 | +17.9% | 0.42% | +9.6% |
| Q3 2021 | $2,491,000 | +4.1% | 38,607 | +11.9% | 0.38% | +1.0% |
| Q2 2021 | $2,393,000 | +416.8% | 34,491 | +389.1% | 0.38% | +348.2% |
| Q1 2021 | $463,000 | – | 7,052 | – | 0.08% | – |
Download | ||||||
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% |