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 | $18,495,192 | +15.7% | 350,354 | +18.0% | 6.04% | +38.3% |
| Q2 2023 | $15,979,677 | +190.9% | 296,965 | +185.9% | 4.37% | +126.3% |
| Q1 2023 | $5,493,670 | -15.8% | 103,870 | -19.7% | 1.93% | -29.1% |
| Q4 2022 | $6,525,757 | +11.2% | 129,351 | +1.2% | 2.72% | +2.8% |
| Q3 2022 | $5,870,000 | -14.2% | 127,804 | -2.8% | 2.65% | -17.8% |
| Q2 2022 | $6,842,000 | +314.4% | 131,497 | +372.2% | 3.22% | +253.6% |
| Q1 2022 | $1,651,000 | +57.5% | 27,845 | +68.3% | 0.91% | +47.9% |
| Q4 2021 | $1,048,000 | – | 16,549 | – | 0.62% | – |
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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% |