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 | $31,463,173 | +5.9% | 596,006 | +7.9% | 3.09% | +4.2% |
| Q2 2023 | $29,721,847 | +10.1% | 552,348 | +8.2% | 2.97% | +1.2% |
| Q1 2023 | $27,007,125 | +14.2% | 510,628 | +8.9% | 2.94% | +3.7% |
| Q4 2022 | $23,650,485 | -7.9% | 468,791 | -16.2% | 2.83% | -22.5% |
| Q3 2022 | $25,689,000 | +24.8% | 559,312 | +41.4% | 3.65% | +2.7% |
| Q2 2022 | $20,578,000 | -3.5% | 395,496 | +10.0% | 3.56% | +4.5% |
| Q1 2022 | $21,323,000 | +3.8% | 359,703 | +10.9% | 3.41% | +4.5% |
| Q4 2021 | $20,540,000 | +17.0% | 324,379 | +19.2% | 3.26% | -6.4% |
| Q3 2021 | $17,550,000 | +21044.6% | 272,048 | +22570.7% | 3.48% | +18226.3% |
| Q2 2021 | $83,000 | – | 1,200 | – | 0.02% | – |
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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% |