AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 216 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is 2.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,878 | -5.2% | 8,200 | -3.3% | 0.15% | -18.7% |
| Q2 2023 | $456,470 | -13.4% | 8,483 | -14.9% | 0.19% | -18.3% |
| Q1 2023 | $526,943 | +9.3% | 9,963 | +4.2% | 0.23% | +6.5% |
| Q4 2022 | $482,201 | -5.3% | 9,558 | -13.8% | 0.22% | -22.4% |
| Q3 2022 | $509,000 | -34.7% | 11,086 | -26.0% | 0.28% | -35.9% |
| Q2 2022 | $779,000 | -16.3% | 14,974 | -4.6% | 0.43% | -13.3% |
| Q1 2022 | $931,000 | +197.4% | 15,704 | +217.7% | 0.50% | +167.7% |
| Q4 2021 | $313,000 | – | 4,943 | – | 0.19% | – |
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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% |