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 | $9,023,923 | -2.3% | 170,940 | -0.4% | 1.50% | -9.9% |
| Q2 2023 | $9,238,424 | +1.0% | 171,686 | -0.8% | 1.66% | -7.4% |
| Q1 2023 | $9,150,658 | +4.7% | 173,013 | -0.1% | 1.80% | -14.9% |
| Q4 2022 | $8,739,302 | +99.7% | 173,227 | +81.8% | 2.12% | +67.7% |
| Q3 2022 | $4,376,073 | +348.7% | 95,277 | +408.3% | 1.26% | +363.6% |
| Q2 2022 | $975,250 | -82.2% | 18,744 | -79.7% | 0.27% | -84.8% |
| Q1 2022 | $5,465,497 | +167.5% | 92,198 | +185.7% | 1.79% | +49.9% |
| Q4 2021 | $2,043,273 | – | 32,269 | – | 1.19% | – |
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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% |