AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,713 | -17.4% | 9,754 | -15.0% | 0.20% | -11.7% |
| Q2 2023 | $629,314 | +5.1% | 11,473 | +1.1% | 0.23% | -2.5% |
| Q1 2023 | $598,861 | +8.0% | 11,346 | +11.5% | 0.24% | -18.8% |
| Q4 2022 | $554,321 | +27.4% | 10,180 | +7.9% | 0.29% | +19.7% |
| Q3 2022 | $435,000 | -4.6% | 9,435 | +7.3% | 0.24% | +1.2% |
| Q2 2022 | $456,000 | +13.4% | 8,796 | +22.3% | 0.24% | +7.6% |
| Q1 2022 | $402,000 | -8.6% | 7,195 | +3.9% | 0.22% | -45.8% |
| Q4 2021 | $440,000 | +13.1% | 6,927 | +16.5% | 0.41% | +16.0% |
| Q3 2021 | $389,000 | -32.8% | 5,946 | -33.5% | 0.36% | +180.3% |
| Q2 2021 | $579,000 | +17.9% | 8,947 | +24.7% | 0.13% | -12.4% |
| Q1 2021 | $491,000 | +62.6% | 7,176 | +54.1% | 0.14% | +57.6% |
| Q4 2020 | $302,000 | – | 4,657 | – | 0.09% | – |
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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% |