AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,388,898 | -6.0% | 45,651 | -0.0% | 0.24% | -11.7% |
| Q2 2023 | $2,540,769 | +10.4% | 45,673 | +4.8% | 0.27% | -9.9% |
| Q1 2023 | $2,300,517 | +1.4% | 43,595 | +1.8% | 0.30% | -10.6% |
| Q4 2022 | $2,269,477 | +33.6% | 42,804 | +15.7% | 0.34% | -0.3% |
| Q3 2022 | $1,699,000 | +413.3% | 36,983 | +480.9% | 0.34% | +380.3% |
| Q2 2022 | $331,000 | – | 6,367 | – | 0.07% | – |
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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% |