AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 181 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,947,121 | -1.6% | 131,599 | +0.3% | 1.51% | +0.1% |
| Q2 2023 | $7,060,797 | +1.2% | 131,217 | -0.6% | 1.50% | -0.1% |
| Q1 2023 | $6,978,783 | +0.3% | 131,949 | -4.3% | 1.51% | -6.0% |
| Q4 2022 | $6,957,812 | +54.4% | 137,915 | +40.6% | 1.60% | +39.5% |
| Q3 2022 | $4,505,000 | -7.0% | 98,081 | +5.3% | 1.15% | +2.3% |
| Q2 2022 | $4,845,000 | +8.1% | 93,128 | +23.2% | 1.12% | +15.9% |
| Q1 2022 | $4,483,000 | +149.1% | 75,618 | +166.0% | 0.97% | +159.1% |
| Q4 2021 | $1,800,000 | +82.0% | 28,431 | +85.4% | 0.37% | +66.2% |
| Q3 2021 | $989,000 | +6.9% | 15,332 | +15.3% | 0.22% | +0.9% |
| Q2 2021 | $925,000 | +116.6% | 13,300 | +104.6% | 0.22% | +93.9% |
| Q1 2021 | $427,000 | – | 6,500 | – | 0.12% | – |
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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% |