AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826,819 | +1.7% | 15,662 | +3.6% | 0.09% | -2.2% |
| Q2 2023 | $813,145 | -0.8% | 15,111 | -2.5% | 0.09% | -11.8% |
| Q1 2023 | $819,496 | +10.0% | 15,494 | +4.9% | 0.10% | -9.7% |
| Q4 2022 | $744,862 | +19.8% | 14,764 | +9.1% | 0.11% | -20.4% |
| Q3 2022 | $622,000 | -44.4% | 13,530 | -37.0% | 0.14% | -50.7% |
| Q2 2022 | $1,118,000 | +59.7% | 21,486 | +81.9% | 0.29% | +61.8% |
| Q1 2022 | $700,000 | +3.2% | 11,811 | +10.4% | 0.18% | -6.3% |
| Q4 2021 | $678,000 | – | 10,702 | – | 0.19% | – |
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% |