AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 265 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,823 | -11.6% | 30,192 | -9.9% | 0.89% | -11.8% |
| Q2 2023 | $1,802,584 | +1.0% | 33,499 | -0.7% | 1.00% | -5.9% |
| Q1 2023 | $1,784,206 | +1.4% | 33,734 | -3.3% | 1.07% | -6.0% |
| Q4 2022 | $1,759,940 | -6.9% | 34,885 | -15.3% | 1.14% | -14.3% |
| Q3 2022 | $1,891,000 | -22.6% | 41,179 | -12.3% | 1.32% | -23.9% |
| Q2 2022 | $2,444,000 | -29.4% | 46,977 | -19.6% | 1.74% | -28.2% |
| Q1 2022 | $3,462,000 | -0.5% | 58,414 | +6.3% | 2.42% | +1.9% |
| Q4 2021 | $3,479,000 | -65.8% | 54,944 | -65.2% | 2.38% | -35.2% |
| Q3 2021 | $10,177,000 | -0.3% | 157,765 | +7.7% | 3.67% | -12.6% |
| Q2 2021 | $10,206,000 | +8.9% | 146,469 | +2.7% | 4.20% | -18.3% |
| Q1 2021 | $9,372,000 | +22.3% | 142,594 | +14.9% | 5.14% | +5.1% |
| Q4 2020 | $7,664,000 | – | 124,055 | – | 4.89% | – |
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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% |