AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,484 | +1.4% | 312,266 | +3.4% | 2.23% | +5.0% |
Q2 2023 | $16,258 | +6.6% | 302,141 | +4.8% | 2.13% | +1.7% |
Q1 2023 | $15,250 | +10.0% | 288,341 | +5.0% | 2.09% | +2.2% |
Q4 2022 | $13,859 | -99.9% | 274,708 | +17.8% | 2.04% | +16.5% |
Q3 2022 | $10,713,000 | -14.4% | 233,244 | -3.1% | 1.76% | -10.1% |
Q2 2022 | $12,522,000 | -0.7% | 240,662 | +13.2% | 1.95% | +9.0% |
Q1 2022 | $12,605,000 | -4.7% | 212,627 | +1.8% | 1.79% | -2.8% |
Q4 2021 | $13,230,000 | +12.4% | 208,932 | +14.5% | 1.84% | +4.9% |
Q3 2021 | $11,768,000 | +2.2% | 182,426 | +10.2% | 1.76% | +2.0% |
Q2 2021 | $11,511,000 | +19.1% | 165,502 | +12.5% | 1.72% | +11.4% |
Q1 2021 | $9,668,000 | +108.9% | 147,115 | +96.4% | 1.55% | +89.7% |
Q4 2020 | $4,628,000 | +32957.1% | 74,914 | +27957.7% | 0.82% | +27066.7% |
Q3 2020 | $14,000 | +75.0% | 267 | +59.9% | 0.00% | +50.0% |
Q2 2020 | $8,000 | -42.9% | 167 | -50.0% | 0.00% | 0.0% |
Q1 2020 | $14,000 | – | 334 | – | 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% |