AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 60 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,879 | -0.5% | 130,302 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $6,915 | +11.3% | 128,508 | +9.4% | 0.01% | +7.7% |
| Q1 2023 | $6,212 | +40.0% | 117,462 | +33.6% | 0.01% | +18.2% |
| Q4 2022 | $4,437 | -99.9% | 87,952 | +2.4% | 0.01% | +10.0% |
| Q3 2022 | $3,946,000 | -4.9% | 85,920 | +7.7% | 0.01% | -9.1% |
| Q2 2022 | $4,149,000 | +114.4% | 79,758 | +144.3% | 0.01% | +175.0% |
| Q1 2022 | $1,935,000 | +6.2% | 32,645 | +13.4% | 0.00% | 0.0% |
| Q4 2021 | $1,822,000 | +10.2% | 28,778 | +12.3% | 0.00% | 0.0% |
| Q3 2021 | $1,653,000 | +18.9% | 25,627 | +28.2% | 0.00% | 0.0% |
| Q2 2021 | $1,390,000 | +8.8% | 19,989 | +2.7% | 0.00% | 0.0% |
| Q1 2021 | $1,278,000 | -1.4% | 19,461 | -7.2% | 0.00% | 0.0% |
| Q4 2020 | $1,296,000 | +56.5% | 20,981 | +31.0% | 0.00% | +33.3% |
| Q3 2020 | $828,000 | +81.2% | 16,010 | +65.6% | 0.00% | +50.0% |
| Q2 2020 | $457,000 | +118.7% | 9,668 | +82.9% | 0.00% | +100.0% |
| Q1 2020 | $209,000 | – | 5,287 | – | 0.00% | – |
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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% |