AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,887,192 | +18.4% | 73,635 | +20.6% | 1.12% | +20.0% |
| Q2 2023 | $3,284,455 | +32.5% | 61,038 | +30.2% | 0.94% | +24.5% |
| Q1 2023 | $2,479,484 | +75.9% | 46,880 | +67.8% | 0.75% | +64.6% |
| Q4 2022 | $1,409,623 | +70.0% | 27,941 | +54.8% | 0.46% | +50.3% |
| Q3 2022 | $829,000 | +251.3% | 18,046 | +297.1% | 0.30% | +253.5% |
| Q2 2022 | $236,000 | +555.6% | 4,545 | +642.6% | 0.09% | +616.7% |
| Q1 2022 | $36,000 | -7.7% | 612 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $39,000 | – | 612 | – | 0.01% | – |
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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% |