AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 181 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,429,870 | -18.1% | 27,086 | -16.5% | 0.40% | -17.3% |
| Q2 2023 | $1,745,381 | -14.9% | 32,436 | -16.4% | 0.49% | -18.7% |
| Q1 2023 | $2,051,392 | +9.6% | 38,786 | +4.5% | 0.60% | +0.5% |
| Q4 2022 | $1,871,998 | +7.9% | 37,106 | -1.8% | 0.60% | -14.6% |
| Q3 2022 | $1,735,000 | -11.9% | 37,783 | -0.2% | 0.70% | -7.4% |
| Q2 2022 | $1,970,000 | -41.1% | 37,871 | -32.9% | 0.75% | -25.8% |
| Q1 2022 | $3,347,000 | +3.8% | 56,460 | +10.9% | 1.02% | +12.4% |
| Q4 2021 | $3,223,000 | +15.4% | 50,904 | +17.5% | 0.90% | +6.4% |
| Q3 2021 | $2,794,000 | +15.0% | 43,307 | +24.0% | 0.85% | +18.2% |
| Q2 2021 | $2,430,000 | +48.8% | 34,930 | +40.5% | 0.72% | +33.7% |
| Q1 2021 | $1,633,000 | +197.4% | 24,855 | +179.9% | 0.54% | +147.5% |
| Q4 2020 | $549,000 | +56.0% | 8,880 | +30.5% | 0.22% | +27.6% |
| Q3 2020 | $352,000 | +58.6% | 6,806 | +44.8% | 0.17% | +45.3% |
| Q2 2020 | $222,000 | – | 4,700 | – | 0.12% | – |
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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% |