AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 60 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,977,004 | +5.3% | 700,455 | +7.3% | 3.56% | +2.9% |
| Q2 2023 | $35,115,514 | +11.9% | 652,583 | +10.0% | 3.46% | +0.7% |
| Q1 2023 | $31,382,457 | +16.4% | 593,353 | +11.1% | 3.44% | +6.0% |
| Q4 2022 | $26,950,457 | +70.2% | 534,201 | +51.4% | 3.24% | +62.2% |
| Q3 2022 | $15,837,000 | -0.1% | 352,953 | +11.9% | 2.00% | -11.0% |
| Q2 2022 | $15,848,000 | +7.2% | 315,511 | +26.5% | 2.25% | +3.4% |
| Q1 2022 | $14,783,000 | -13.0% | 249,377 | -7.0% | 2.17% | -21.9% |
| Q4 2021 | $16,986,000 | +32.4% | 268,262 | +34.9% | 2.78% | +20.4% |
| Q3 2021 | $12,827,000 | +34.0% | 198,831 | +44.5% | 2.31% | +4.4% |
| Q2 2021 | $9,571,000 | +56.3% | 137,598 | +47.7% | 2.22% | -19.1% |
| Q1 2021 | $6,123,000 | +175.4% | 93,175 | +159.0% | 2.74% | +43.7% |
| Q4 2020 | $2,223,000 | – | 35,978 | – | 1.91% | – |
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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% |