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 | $2,758,066 | +30.1% | 52,246 | +32.6% | 1.08% | +29.7% |
| Q2 2023 | $2,120,168 | +5.4% | 39,401 | +3.6% | 0.83% | -0.1% |
| Q1 2023 | $2,012,041 | +35.2% | 38,042 | +28.9% | 0.83% | +24.1% |
| Q4 2022 | $1,488,578 | -46.6% | 29,506 | -51.4% | 0.67% | -51.8% |
| Q3 2022 | $2,787,000 | -31.4% | 60,676 | -22.3% | 1.39% | -21.1% |
| Q2 2022 | $4,062,000 | +286.1% | 78,063 | +339.8% | 1.76% | +337.3% |
| Q1 2022 | $1,052,000 | -58.8% | 17,749 | -56.0% | 0.40% | -60.0% |
| Q4 2021 | $2,554,000 | – | 40,341 | – | 1.00% | – |
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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% |