AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,446,408 | +0.5% | 425,202 | +2.5% | 7.79% | +1.9% |
| Q2 2023 | $22,327,805 | +0.8% | 414,938 | -0.9% | 7.64% | -3.2% |
| Q1 2023 | $22,145,082 | +5.8% | 418,701 | +0.9% | 7.90% | -4.0% |
| Q4 2022 | $20,936,787 | +10.0% | 415,001 | +0.2% | 8.23% | +2.6% |
| Q3 2022 | $19,031,000 | -1.1% | 414,357 | +12.1% | 8.02% | +8.8% |
| Q2 2022 | $19,237,000 | -9.1% | 369,729 | +3.5% | 7.38% | -4.7% |
| Q1 2022 | $21,171,000 | +3.0% | 357,129 | +10.0% | 7.74% | +10.0% |
| Q4 2021 | $20,562,000 | -18.6% | 324,727 | -17.0% | 7.04% | -25.5% |
| Q3 2021 | $25,249,000 | +16.1% | 391,393 | +25.2% | 9.45% | +12.1% |
| Q2 2021 | $21,742,000 | +22.6% | 312,585 | +15.8% | 8.43% | -34.8% |
| Q1 2021 | $17,739,000 | +4.6% | 269,939 | -1.7% | 12.92% | -2.9% |
| Q4 2020 | $16,963,000 | – | 274,597 | – | 13.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 2,292,793 | $119,294,014,000 | 12.97% |
| Waypoint Wealth Partners Inc. | 369,729 | $19,237,000 | 7.38% |
| Versant Capital Management, Inc | 338,174 | $17,595,000 | 6.45% |
| WJ Interests, LLC | 133,277 | $6,934,000 | 5.35% |
| Henrickson Nauta Wealth Advisors, Inc. | 109,325 | $5,688,000 | 5.20% |
| Highland Financial Advisors, LLC | 134,935 | $7,021,000 | 4.81% |
| Quantum Financial Advisors, LLC | 219,764 | $11,566,000 | 4.34% |
| Pure Financial Advisors, LLC | 1,328,873 | $69,141,000 | 4.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 166,172 | $8,646,000 | 4.22% |
| Waypoint Capital Advisors, LLC | 176,083 | $9,162,000 | 4.16% |