AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 216 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is 2.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $57,485 | -60.4% | 104,127 | +3204.6% | 0.05% | -51.0% |
| Q3 2022 | $145,000 | -40.1% | 3,151 | -32.3% | 0.10% | -30.9% |
| Q2 2022 | $242,000 | -13.9% | 4,651 | -1.8% | 0.14% | 0.0% |
| Q1 2022 | $281,000 | -66.2% | 4,734 | -64.0% | 0.14% | -66.8% |
| Q4 2021 | $832,000 | +151.4% | 13,134 | +156.3% | 0.42% | +121.7% |
| Q3 2021 | $331,000 | – | 5,125 | – | 0.19% | – |
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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% |