AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,742,082 | +21.7% | 260,316 | +24.0% | 4.61% | +30.9% |
| Q2 2023 | $11,293,213 | +17.5% | 209,872 | +15.5% | 3.52% | +12.6% |
| Q1 2023 | $9,614,027 | +3.0% | 181,774 | -1.8% | 3.13% | -3.2% |
| Q4 2022 | $9,337,185 | -4.0% | 185,078 | -12.6% | 3.24% | -23.7% |
| Q3 2022 | $9,731,000 | +6.2% | 211,790 | +20.3% | 4.24% | +2.0% |
| Q2 2022 | $9,162,000 | – | 176,083 | – | 4.16% | – |
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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% |