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 | $630,264 | -9.5% | 11,939 | -7.7% | 0.64% | +2.1% |
| Q2 2023 | $696,154 | +5.1% | 12,937 | +3.3% | 0.62% | +4.3% |
| Q1 2023 | $662,093 | +12.9% | 12,518 | +7.7% | 0.60% | +15.6% |
| Q4 2022 | $586,648 | +7.1% | 11,628 | +10.3% | 0.52% | +10.4% |
| Q2 2022 | $548,000 | +4.4% | 10,539 | +19.0% | 0.47% | +25.7% |
| Q1 2022 | $525,000 | +22.7% | 8,855 | +31.1% | 0.37% | +25.2% |
| Q4 2021 | $428,000 | – | 6,754 | – | 0.30% | – |
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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% |