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 | $4,118,411 | +1.1% | 78,014 | +3.1% | 1.40% | +3.9% |
| Q2 2023 | $4,072,555 | +7.2% | 75,683 | +5.4% | 1.34% | -2.3% |
| Q1 2023 | $3,797,382 | +10.5% | 71,797 | +5.4% | 1.37% | +1.9% |
| Q4 2022 | $3,435,429 | +21.3% | 68,096 | +10.4% | 1.35% | +7.3% |
| Q3 2022 | $2,833,000 | -0.5% | 61,686 | +12.8% | 1.26% | +9.9% |
| Q2 2022 | $2,846,000 | +3.4% | 54,692 | +17.8% | 1.14% | +23.0% |
| Q1 2022 | $2,752,000 | +18.1% | 46,432 | +26.2% | 0.93% | +17.7% |
| Q4 2021 | $2,330,000 | +11.3% | 36,798 | +13.4% | 0.79% | +3.1% |
| Q3 2021 | $2,093,000 | +2.5% | 32,440 | +10.6% | 0.76% | +3.2% |
| Q2 2021 | $2,041,000 | +44.4% | 29,344 | +36.5% | 0.74% | +27.1% |
| Q1 2021 | $1,413,000 | – | 21,501 | – | 0.58% | – |
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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% |