AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 20 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $19,861,813 | +9.0% | 352,222 | +2.0% | 5.92% | +2.2% |
| Q3 2023 | $18,227,841 | -0.1% | 345,290 | +1.8% | 5.79% | -0.7% |
| Q2 2023 | $18,251,930 | +3.8% | 339,192 | +2.0% | 5.84% | -1.3% |
| Q1 2023 | $17,588,773 | +4.6% | 332,554 | -0.2% | 5.91% | -2.9% |
| Q4 2022 | $16,815,592 | +3.4% | 333,312 | -5.9% | 6.09% | -4.5% |
| Q3 2022 | $16,264,000 | -7.6% | 354,107 | +4.7% | 6.38% | -1.1% |
| Q2 2022 | $17,595,000 | -11.2% | 338,174 | +1.1% | 6.45% | +2.0% |
| Q1 2022 | $19,824,000 | -7.1% | 334,419 | -0.7% | 6.32% | -9.1% |
| Q4 2021 | $21,331,000 | -0.5% | 336,877 | +1.4% | 6.96% | -8.2% |
| Q3 2021 | $21,436,000 | -6.8% | 332,286 | +0.5% | 7.58% | -11.0% |
| Q2 2021 | $22,988,000 | +4.8% | 330,504 | -0.9% | 8.51% | +6.5% |
| Q1 2021 | $21,925,000 | +9.0% | 333,636 | +2.5% | 7.99% | +0.8% |
| Q4 2020 | $20,111,000 | +21.2% | 325,556 | +1.4% | 7.93% | +7.1% |
| Q3 2020 | $16,600,000 | +7.3% | 320,914 | -1.9% | 7.40% | +4.3% |
| Q2 2020 | $15,473,000 | +8.4% | 327,124 | -9.0% | 7.10% | -5.6% |
| Q1 2020 | $14,275,000 | – | 359,431 | – | 7.52% | – |
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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% |