AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 265 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,053,333 | +8.2% | 133,611 | +10.2% | 2.54% | +7.4% |
| Q2 2023 | $6,521,700 | +5.3% | 121,199 | +3.5% | 2.36% | 0.0% |
| Q1 2023 | $6,195,179 | +10.1% | 117,133 | +5.1% | 2.36% | -1.7% |
| Q4 2022 | $5,624,331 | +91.1% | 111,483 | +74.0% | 2.41% | +85.2% |
| Q3 2022 | $2,943,000 | -1.0% | 64,066 | +12.1% | 1.30% | +0.9% |
| Q2 2022 | $2,973,000 | +3.5% | 57,149 | +18.0% | 1.29% | -8.4% |
| Q1 2022 | $2,872,000 | +21.6% | 48,441 | +29.9% | 1.41% | +28.1% |
| Q4 2021 | $2,362,000 | +34.3% | 37,304 | +36.8% | 1.10% | +25.8% |
| Q3 2021 | $1,759,000 | +34.0% | 27,268 | +44.5% | 0.87% | +25.6% |
| Q2 2021 | $1,313,000 | +48.7% | 18,872 | +40.4% | 0.70% | +25.5% |
| Q1 2021 | $883,000 | +81.7% | 13,438 | +70.7% | 0.55% | +65.4% |
| Q4 2020 | $486,000 | – | 7,871 | – | 0.34% | – |
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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% |