Diversified Portfolios, Inc. - AMERICAN CENTY ETF TR ownership

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
Diversified Portfolios, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$6,322,130
+33.4%
119,760
+36.0%
1.19%
+25.3%
Q2 2023$4,737,594
+119.8%
88,043
+116.0%
0.95%
+98.1%
Q1 2023$2,155,426
+85.1%
40,753
+76.5%
0.48%
+79.8%
Q4 2022$1,164,638
+6.1%
23,085
-3.4%
0.27%
-9.5%
Q3 2022$1,098,000
+113.6%
23,901
+141.8%
0.30%
+106.3%
Q2 2022$514,000
+24.5%
9,886
+42.1%
0.14%
+44.4%
Q1 2022$413,0006,9590.10%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2022
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