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, | 2,292,793 | $119,294,014,000 | 12.97% |
| Waypoint Wealth Partners Inc. | 369,729 | $19,237,000 | 7.38% |
| Versant Capital Management, Inc | 338,174 | $17,595,000 | 6.45% |
| WJ Interests, LLC | 133,277 | $6,934,000 | 5.35% |
| Henrickson Nauta Wealth Advisors, Inc. | 109,325 | $5,688,000 | 5.20% |
| Highland Financial Advisors, LLC | 134,935 | $7,021,000 | 4.81% |
| Quantum Financial Advisors, LLC | 219,764 | $11,566,000 | 4.34% |
| Pure Financial Advisors, LLC | 1,328,873 | $69,141,000 | 4.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 166,172 | $8,646,000 | 4.22% |
| Waypoint Capital Advisors, LLC | 176,083 | $9,162,000 | 4.16% |