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 | $2,517,077 | -4.4% | 47,681 | -2.5% | 0.70% | +0.9% |
| Q2 2023 | $2,632,655 | +14.7% | 48,925 | +12.7% | 0.70% | +9.3% |
| Q1 2023 | $2,295,585 | +22.6% | 43,403 | +16.9% | 0.64% | +15.4% |
| Q4 2022 | $1,872,906 | +18.2% | 37,124 | +7.7% | 0.55% | +4.9% |
| Q3 2022 | $1,584,000 | +132.9% | 34,485 | +163.9% | 0.53% | +135.9% |
| Q2 2022 | $680,000 | -45.8% | 13,065 | -38.3% | 0.22% | -43.5% |
| Q1 2022 | $1,255,000 | +53.0% | 21,172 | +63.6% | 0.40% | +50.2% |
| Q4 2021 | $820,000 | – | 12,944 | – | 0.26% | – |
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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% |