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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,622,886 | +1.0% | 241,583 | -5.4% | 1.89% | +4.0% |
| Q3 2023 | $13,483,052 | +4.7% | 255,409 | +6.7% | 1.82% | -1.8% |
| Q2 2023 | $12,878,628 | +18.8% | 239,335 | +16.7% | 1.85% | +8.1% |
| Q1 2023 | $10,844,841 | +12.9% | 205,045 | +7.7% | 1.71% | +1.1% |
| Q4 2022 | $9,607,708 | +99.9% | 190,440 | +82.0% | 1.69% | +40.3% |
| Q3 2022 | $4,806,000 | +32.8% | 104,629 | +50.4% | 1.20% | +18.1% |
| Q2 2022 | $3,618,000 | -19.4% | 69,545 | -8.1% | 1.02% | -8.8% |
| Q1 2022 | $4,487,000 | +20.4% | 75,695 | +28.6% | 1.12% | +15.3% |
| Q4 2021 | $3,728,000 | +16.9% | 58,876 | +19.1% | 0.97% | -6.9% |
| Q3 2021 | $3,190,000 | +31.4% | 49,443 | +41.7% | 1.04% | +35.9% |
| Q2 2021 | $2,427,000 | +22.0% | 34,897 | +15.3% | 0.77% | +7.3% |
| Q1 2021 | $1,989,000 | – | 30,273 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 1,961,477 | $126,534,878,000 | 16.13% |
| Waypoint Wealth Partners Inc. | 391,393 | $25,249,000 | 9.45% |
| Versant Capital Management, Inc | 332,286 | $21,436,000 | 7.58% |
| Pure Financial Advisors, LLC | 1,157,278 | $74,656,000 | 5.76% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 263,533 | $17,000,000 | 3.94% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 157,765 | $10,177,000 | 3.67% |
| Larson Financial Group LLC | 272,048 | $17,550,000 | 3.48% |
| B&D White Capital Company, LLC | 98,531 | $6,356,000 | 2.45% |
| FOSTER & MOTLEY INC | 454,836 | $29,341,000 | 2.44% |
| Adero Partners, LLC | 198,831 | $12,827,000 | 2.31% |