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 | $130,871,914 | +7.3% | 2,479,104 | +9.3% | 0.01% | +8.3% |
| Q2 2023 | $121,999,296 | +14.7% | 2,267,223 | +12.7% | 0.01% | +9.1% |
| Q1 2023 | $106,364,063 | +61.4% | 2,011,042 | +54.0% | 0.01% | +57.1% |
| Q4 2022 | $65,901,876 | +607.9% | 1,306,281 | +544.4% | 0.01% | +600.0% |
| Q3 2022 | $9,310,000 | -1.8% | 202,699 | +11.2% | 0.00% | 0.0% |
| Q2 2022 | $9,483,000 | +518.6% | 182,259 | +604.6% | 0.00% | – |
| Q1 2022 | $1,533,000 | +223.4% | 25,867 | +245.7% | 0.00% | – |
| Q4 2021 | $474,000 | +213.9% | 7,483 | +219.8% | 0.00% | – |
| Q3 2021 | $151,000 | -47.4% | 2,340 | -43.2% | 0.00% | – |
| Q2 2021 | $287,000 | -11.7% | 4,122 | -16.6% | 0.00% | – |
| Q1 2021 | $325,000 | – | 4,944 | – | 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% |