AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,751,022 | -3.2% | 52,113 | -1.4% | 0.94% | -3.6% |
| Q2 2023 | $2,842,866 | -3.8% | 52,832 | -5.4% | 0.97% | -4.2% |
| Q1 2023 | $2,954,972 | +4.8% | 55,870 | 0.0% | 1.02% | -5.8% |
| Q4 2022 | $2,818,649 | +10.1% | 55,870 | -0.3% | 1.08% | -8.5% |
| Q3 2022 | $2,559,000 | +779.4% | 56,015 | 0.0% | 1.18% | +1354.3% |
| Q2 2022 | $291,000 | -91.3% | 56,015 | -1.1% | 0.08% | -94.9% |
| Q1 2022 | $3,354,000 | -6.8% | 56,621 | -0.3% | 1.60% | +8.3% |
| Q4 2021 | $3,597,000 | – | 56,814 | – | 1.48% | – |
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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% |