AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 22 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,998 | -1.9% | 2,311 | 0.0% | 0.06% | +3.6% |
| Q2 2023 | $124,355 | +1.7% | 2,311 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $122,229 | +4.8% | 2,311 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $116,590 | +10.0% | 2,311 | 0.0% | 0.06% | +7.3% |
| Q3 2022 | $106,000 | -11.7% | 2,311 | 0.0% | 0.06% | -6.8% |
| Q2 2022 | $120,000 | -12.4% | 2,311 | 0.0% | 0.06% | +3.5% |
| Q1 2022 | $137,000 | -6.2% | 2,311 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $146,000 | -2.0% | 2,311 | 0.0% | 0.06% | -14.9% |
| Q3 2021 | $149,000 | -7.5% | 2,311 | 0.0% | 0.07% | -13.0% |
| Q2 2021 | $161,000 | +5.9% | 2,311 | 0.0% | 0.08% | -8.3% |
| Q1 2021 | $152,000 | +6.3% | 2,311 | 0.0% | 0.08% | +6.3% |
| Q4 2020 | $143,000 | +19.2% | 2,311 | 0.0% | 0.08% | +2.6% |
| Q3 2020 | $120,000 | +10.1% | 2,311 | 0.0% | 0.08% | +1.3% |
| Q2 2020 | $109,000 | +23.9% | 2,311 | +4.5% | 0.08% | +10.1% |
| Q1 2020 | $88,000 | – | 2,211 | – | 0.07% | – |
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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% |