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 | $2,413,321 | -1.6% | 47,043 | +7.8% | 0.79% | +8.4% |
| Q2 2023 | $2,452,045 | -1.2% | 43,646 | -7.0% | 0.73% | -10.1% |
| Q1 2023 | $2,482,461 | -6.8% | 46,936 | -1.6% | 0.81% | -11.4% |
| Q4 2022 | $2,664,289 | +14.3% | 47,687 | -5.6% | 0.92% | +3.2% |
| Q3 2022 | $2,330,000 | -10.2% | 50,531 | +1.3% | 0.89% | -15.4% |
| Q2 2022 | $2,596,000 | -9.4% | 49,897 | +3.6% | 1.05% | +3.5% |
| Q1 2022 | $2,865,000 | -7.3% | 48,153 | -1.3% | 1.01% | -17.1% |
| Q4 2021 | $3,089,000 | – | 48,780 | – | 1.22% | – |
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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% |