AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 254 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,073,851 | +10.0% | 456,031 | +12.1% | 4.04% | +7.6% |
| Q2 2023 | $21,884,422 | +23.4% | 406,698 | +21.3% | 3.76% | +7.3% |
| Q1 2023 | $17,728,869 | +37.9% | 335,203 | +31.5% | 3.50% | +16.6% |
| Q4 2022 | $12,855,689 | +27.8% | 254,820 | +16.3% | 3.00% | -6.7% |
| Q3 2022 | $10,059,917 | +179.3% | 219,027 | +216.4% | 3.22% | +90.6% |
| Q2 2022 | $3,601,859 | +441.4% | 69,227 | +516.9% | 1.69% | +428.8% |
| Q1 2022 | $665,265 | +85.2% | 11,222 | +97.8% | 0.32% | +99.4% |
| Q4 2021 | $359,288 | – | 5,674 | – | 0.16% | – |
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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% |