AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 391 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,056,681 | -2.0% | 148,251 | -7.0% | 2.50% | -6.7% |
| Q1 2024 | $9,237,356 | +2.2% | 159,375 | -0.5% | 2.68% | -12.7% |
| Q4 2023 | $9,035,239 | +7.1% | 160,228 | +0.2% | 3.07% | +2.1% |
| Q3 2023 | $8,437,445 | -5.7% | 159,830 | -3.9% | 3.00% | -3.3% |
| Q2 2023 | $8,949,837 | +4.4% | 166,323 | +2.6% | 3.11% | -7.8% |
| Q1 2023 | $8,576,144 | +2.9% | 162,151 | -1.9% | 3.37% | -2.0% |
| Q4 2022 | $8,337,976 | – | 165,273 | – | 3.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC, | 1,788,549 | $117,534,519,000 | 63.98% |
| Waypoint Wealth Partners Inc. | 269,939 | $17,739,000 | 12.92% |
| Versant Capital Management, Inc | 333,636 | $21,925,000 | 7.99% |
| Pure Financial Advisors, LLC | 1,119,909 | $73,595,000 | 7.31% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 142,594 | $9,372,000 | 5.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 249,472 | $16,394,000 | 4.43% |
| Adero Partners, LLC | 93,175 | $6,123,000 | 2.74% |
| Symmetry Partners, LLC | 489,366 | $32,159,000 | 2.31% |
| FOSTER & MOTLEY INC | 399,448 | $26,250,000 | 2.19% |
| Prosperity Planning, Inc. | 33,307 | $2,189,000 | 1.56% |