BerganKDV Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q1 2022$32,000
-5.9%
5360.0%0.00%
-25.0%
Q4 2021$34,000
-69.9%
536
-69.4%
0.00%
-69.2%
Q3 2021$113,000
-7.4%
1,7510.0%0.01%
-7.1%
Q2 2021$122,000
+6.1%
1,7510.0%0.01%
-6.7%
Q1 2021$115,0001,7510.02%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Savant Capital, LLC 8,934,526$446,343,72510.90%
WJ Interests, LLC 220,195$11,108,8299.22%
Waypoint Wealth Partners Inc. 415,001$20,936,7878.23%
Flagstone Financial Management 229,452$11,575,8577.05%
Ritter Daniher Financial Advisory LLC / DE 265,053$13,371,9246.37%
Versant Capital Management, Inc 333,312$16,815,5926.09%
Beaird Harris Wealth Management, LLC 592,414$29,887,2805.59%
Quantum Financial Advisors, LLC 238,405$12,027,5095.42%
Henrickson Nauta Wealth Advisors, Inc. 119,673$6,037,4824.79%
Highland Financial Advisors, LLC 150,781$7,6074.48%
View complete list of AMERICAN CENTY ETF TR shareholders