AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 181 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917 | -5.0% | 17,373 | -3.2% | 0.73% | -2.0% |
| Q2 2023 | $965 | -1.6% | 17,941 | -3.4% | 0.75% | -4.6% |
| Q1 2023 | $981 | +0.5% | 18,565 | -4.1% | 0.78% | -7.1% |
| Q4 2022 | $976 | -99.9% | 19,363 | -0.1% | 0.84% | -7.9% |
| Q3 2022 | $891,000 | -13.8% | 19,389 | -2.4% | 0.91% | -14.5% |
| Q2 2022 | $1,034,000 | -12.6% | 19,865 | -0.4% | 1.07% | -5.6% |
| Q1 2022 | $1,183,000 | -8.1% | 19,951 | -1.8% | 1.13% | -7.1% |
| Q4 2021 | $1,287,000 | – | 20,324 | – | 1.22% | – |
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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% |