AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,084,314 | -6.0% | 39,483 | -4.2% | 0.51% | -5.4% |
| Q2 2023 | $2,218,342 | +3.6% | 41,225 | +1.2% | 0.54% | -1.1% |
| Q1 2023 | $2,142,096 | +49.4% | 40,755 | +43.4% | 0.54% | +20.7% |
| Q4 2022 | $1,433,491 | +12.8% | 28,414 | +2.7% | 0.45% | +1.6% |
| Q3 2022 | $1,271,000 | -7.2% | 27,662 | +5.0% | 0.44% | -3.7% |
| Q2 2022 | $1,370,000 | -49.2% | 26,339 | -42.1% | 0.46% | -49.7% |
| Q1 2022 | $2,696,000 | -4.9% | 45,477 | +1.5% | 0.91% | +2.4% |
| Q4 2021 | $2,836,000 | +8.6% | 44,789 | +10.6% | 0.89% | +0.4% |
| Q3 2021 | $2,611,000 | -2.3% | 40,480 | +5.4% | 0.89% | -5.0% |
| Q2 2021 | $2,672,000 | – | 38,418 | – | 0.94% | – |
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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% |