AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,930,168 | +5.2% | 55,506 | +7.2% | 2.49% | +21.4% |
| Q2 2023 | $2,786,081 | +31.9% | 51,776 | +62.2% | 2.05% | +17.2% |
| Q1 2023 | $2,111,898 | +201.8% | 31,923 | +130.2% | 1.75% | +193.9% |
| Q4 2022 | $699,692 | +2.6% | 13,869 | -6.7% | 0.60% | -3.1% |
| Q3 2022 | $682,000 | -14.8% | 14,859 | -3.2% | 0.61% | -11.4% |
| Q2 2022 | $800,000 | -12.2% | 15,357 | +0.0% | 0.69% | +3.4% |
| Q1 2022 | $911,000 | +57.1% | 15,352 | +67.8% | 0.67% | +48.2% |
| Q4 2021 | $580,000 | – | 9,150 | – | 0.45% | – |
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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% |