AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,212 | -1.9% | 6,445 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $346,786 | +3.4% | 6,445 | +1.6% | 0.01% | -7.1% |
| Q1 2023 | $335,481 | +2.3% | 6,343 | -2.4% | 0.01% | -6.7% |
| Q4 2022 | $327,824 | +8.9% | 6,498 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $301,000 | -11.5% | 6,544 | 0.0% | 0.02% | -34.8% |
| Q2 2022 | $340,000 | -12.4% | 6,544 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $388,000 | -5.6% | 6,544 | +0.7% | 0.02% | 0.0% |
| Q4 2021 | $411,000 | -1.4% | 6,498 | +0.6% | 0.02% | -12.0% |
| Q3 2021 | $417,000 | +60.4% | 6,460 | +72.8% | 0.02% | +66.7% |
| Q2 2021 | $260,000 | +20.9% | 3,738 | +14.3% | 0.02% | 0.0% |
| Q1 2021 | $215,000 | +6.4% | 3,271 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $202,000 | – | 3,271 | – | 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% |