AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 254 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,723,248 | +228.8% | 297,846 | +235.2% | 0.02% | +155.6% |
| Q2 2023 | $4,781,738 | +63.8% | 88,860 | +61.0% | 0.01% | +80.0% |
| Q1 2023 | $2,919,519 | +102.3% | 55,200 | +93.0% | 0.01% | +66.7% |
| Q4 2022 | $1,443,000 | +126.5% | 28,608 | +106.0% | 0.00% | +200.0% |
| Q3 2022 | $637,000 | +5208.3% | 13,885 | +5685.4% | 0.00% | – |
| Q2 2022 | $12,000 | -91.4% | 240 | -89.8% | 0.00% | – |
| Q1 2022 | $140,000 | -15.2% | 2,356 | -9.5% | 0.00% | – |
| Q4 2021 | $165,000 | -1.8% | 2,603 | +0.2% | 0.00% | – |
| Q3 2021 | $168,000 | +1300.0% | 2,598 | +1343.3% | 0.00% | – |
| Q2 2021 | $12,000 | +20.0% | 180 | +20.0% | 0.00% | – |
| Q1 2021 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | – | 150 | – | 0.00% | – |
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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% |