AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,602 | -7.1% | 10,771 | -5.3% | 0.36% | -4.0% |
| Q2 2023 | $612,090 | +1.2% | 11,375 | -0.5% | 0.38% | -7.6% |
| Q1 2023 | $604,762 | +0.3% | 11,434 | -4.4% | 0.41% | -11.1% |
| Q4 2022 | $603,248 | -19.8% | 11,957 | +2.6% | 0.46% | -38.8% |
| Q3 2022 | $752,000 | 0.0% | 11,657 | 0.0% | 0.75% | 0.0% |
| Q2 2022 | $752,000 | +8.5% | 11,657 | -0.3% | 0.75% | +31.7% |
| Q1 2022 | $693,000 | -7.0% | 11,696 | -0.6% | 0.57% | -7.5% |
| Q4 2021 | $745,000 | -0.9% | 11,766 | +0.9% | 0.61% | -17.9% |
| Q3 2021 | $752,000 | -6.7% | 11,657 | +0.5% | 0.75% | -5.0% |
| Q2 2021 | $806,000 | +6.2% | 11,594 | +1.8% | 0.79% | +4.4% |
| Q1 2021 | $759,000 | +24.6% | 11,391 | +15.6% | 0.75% | +29.6% |
| Q4 2020 | $609,000 | – | 9,856 | – | 0.58% | – |
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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% |