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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,214,838 | +10.7% | 110,212 | +3.7% | 1.00% | +0.3% |
Q3 2023 | $5,613,164 | +40.2% | 106,330 | +42.8% | 0.99% | -16.8% |
Q2 2023 | $4,002,370 | -28.4% | 74,469 | -29.6% | 1.19% | +23.9% |
Q1 2023 | $5,591,804 | -62.6% | 105,725 | -61.8% | 0.96% | -7.8% |
Q4 2022 | $14,943,616 | +5.2% | 276,734 | +0.6% | 1.04% | +0.8% |
Q3 2022 | $14,205,000 | +86.1% | 275,031 | +101.3% | 1.04% | +95.7% |
Q1 2022 | $7,635,000 | – | 136,656 | – | 0.53% | – |
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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% |