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 | $3,247,325 | +24.8% | 61,514 | +27.2% | 0.82% | +24.8% |
| Q2 2023 | $2,602,952 | +27.8% | 48,373 | +25.6% | 0.65% | +17.7% |
| Q1 2023 | $2,036,265 | +19.8% | 38,500 | +14.3% | 0.56% | +9.7% |
| Q4 2022 | $1,699,182 | +164.3% | 33,681 | +140.6% | 0.51% | +133.2% |
| Q3 2022 | $643,000 | +18.2% | 13,996 | +52.5% | 0.22% | +30.7% |
| Q1 2022 | $544,000 | +20.1% | 9,180 | +28.3% | 0.17% | +22.1% |
| Q4 2021 | $453,000 | – | 7,153 | – | 0.14% | – |
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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% |