Atria Investments, Inc - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$1,442,592
-23.5%
27,327
-22.0%
0.03%
-23.5%
Q2 2023$1,886,094
+18.6%
35,051
+16.6%
0.03%
+13.3%
Q1 2023$1,589,768
+34.2%
30,058
+28.0%
0.03%
+25.0%
Q4 2022$1,184,869
+18.0%
23,486
+7.4%
0.02%
+9.1%
Q3 2022$1,004,000
-3.1%
21,858
+9.8%
0.02%0.0%
Q2 2022$1,036,000
-0.8%
19,913
+13.1%
0.02%
+22.2%
Q1 2022$1,044,000
-32.6%
17,604
-28.1%
0.02%
-35.7%
Q4 2021$1,550,000
+9.5%
24,480
+11.5%
0.03%
+7.7%
Q3 2021$1,416,000
-6.7%
21,951
+0.7%
0.03%
-10.3%
Q2 2021$1,517,000
+9.5%
21,807
+3.4%
0.03%
-6.5%
Q1 2021$1,386,000
+6.0%
21,089
-0.4%
0.03%
-3.1%
Q4 2020$1,308,000
+2.5%
21,174
-14.2%
0.03%
-17.9%
Q3 2020$1,276,000
+133.7%
24,666
+79.5%
0.04%
-7.1%
Q1 2020$546,00013,7430.04%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
WJ Interests, LLC 238,437$12,587,0998.76%
Savant Capital, LLC 11,084,365$585,143,6328.73%
Waypoint Wealth Partners Inc. 425,202$22,446,4087.79%
Morton Brown Family Wealth, LLC 282,208$14,897,7607.62%
Ritter Daniher Financial Advisory LLC / DE 320,468$16,917,4917.14%
GREENUP STREET WEALTH MANAGEMENT LLC 350,354$18,495,1926.04%
Annex Advisory Services, LLC 1,825,048$96,344,3245.83%
Versant Capital Management, Inc 345,290$18,227,8415.79%
Echo Wealth Management, LLC 85,158$4,495,4674.84%
Waypoint Capital Advisors, LLC 260,316$13,742,0824.61%
View complete list of AMERICAN CENTY ETF TR shareholders