AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,068 | +53.5% | 5,513,693 | +56.5% | 1.10% | +46.7% |
| Q2 2023 | $189,602 | +29204.8% | 3,523,553 | +28694.3% | 0.75% | +25000.0% |
| Q1 2023 | $647 | -1.1% | 12,237 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $654 | -99.9% | 12,960 | -10.7% | 0.00% | -25.0% |
| Q3 2022 | $667,000 | -10.1% | 14,513 | +1.8% | 0.00% | -20.0% |
| Q2 2022 | $742,000 | -31.5% | 14,253 | -22.0% | 0.01% | -16.7% |
| Q1 2022 | $1,083,000 | -4.3% | 18,273 | +2.2% | 0.01% | -14.3% |
| Q4 2021 | $1,132,000 | +0.7% | 17,875 | +2.6% | 0.01% | -12.5% |
| Q3 2021 | $1,124,000 | -0.2% | 17,425 | +7.6% | 0.01% | -11.1% |
| Q2 2021 | $1,126,000 | +10.4% | 16,188 | +4.3% | 0.01% | 0.0% |
| Q1 2021 | $1,020,000 | – | 15,526 | – | 0.01% | – |
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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% |