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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,306,331 | -11.3% | 23,166 | -16.9% | 0.14% | -18.6% |
| Q3 2023 | $1,472,208 | -2.3% | 27,888 | -0.4% | 0.18% | -0.6% |
| Q2 2023 | $1,507,433 | -4.9% | 28,014 | -6.5% | 0.18% | -9.6% |
| Q1 2023 | $1,585,484 | +4.5% | 29,977 | -0.3% | 0.20% | +2.1% |
| Q4 2022 | $1,517,435 | +16.3% | 30,078 | +5.9% | 0.19% | +5.5% |
| Q3 2022 | $1,305,000 | -12.2% | 28,409 | -0.6% | 0.18% | -8.0% |
| Q2 2022 | $1,487,000 | -73.0% | 28,581 | -69.3% | 0.20% | -68.8% |
| Q1 2022 | $5,512,000 | -21.0% | 92,980 | -15.6% | 0.64% | -18.2% |
| Q4 2021 | $6,975,000 | +248.8% | 110,150 | +326.5% | 0.78% | +224.6% |
| Q3 2021 | $2,000,000 | 0.0% | 25,825 | -0.3% | 0.24% | -4.0% |
| Q2 2021 | $2,000,000 | 0.0% | 25,898 | -0.6% | 0.25% | -4.2% |
| Q1 2021 | $2,000,000 | 0.0% | 26,048 | -0.7% | 0.26% | -10.9% |
| Q4 2020 | $2,000,000 | +47.5% | 26,243 | +0.1% | 0.29% | +27.9% |
| Q3 2020 | $1,356,000 | +8.9% | 26,210 | -0.4% | 0.23% | +0.4% |
| Q2 2020 | $1,245,000 | -82.3% | 26,326 | -85.1% | 0.23% | -86.1% |
| Q1 2020 | $7,036,000 | – | 177,155 | – | 1.64% | – |
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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% |