AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 254 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,167 | -90.3% | 6,368 | -90.1% | 0.12% | -89.6% |
| Q2 2023 | $3,470,584 | +2.9% | 64,497 | +1.1% | 1.20% | +4.8% |
| Q1 2023 | $3,372,848 | +5.6% | 63,771 | +0.7% | 1.14% | +43.2% |
| Q4 2022 | $3,194,393 | +473.5% | 63,318 | +421.8% | 0.80% | +284.1% |
| Q3 2022 | $557,000 | -9.3% | 12,134 | +2.7% | 0.21% | -20.3% |
| Q2 2022 | $614,000 | -7.0% | 11,815 | +6.1% | 0.26% | +24.3% |
| Q1 2022 | $660,000 | +16.4% | 11,139 | +24.3% | 0.21% | +12.9% |
| Q4 2021 | $567,000 | -91.1% | 8,962 | -90.9% | 0.19% | -92.4% |
| Q3 2021 | $6,356,000 | +1049.4% | 98,531 | +1138.3% | 2.45% | +894.7% |
| Q2 2021 | $553,000 | – | 7,957 | – | 0.25% | – |
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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% |