NORTHWEST WEALTH MANAGEMENT, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 369 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$8,991,955
+3.0%
147,192
-2.3%
2.33%
-2.7%
Q1 2024$8,733,721
+1.3%
150,685
-1.5%
2.39%
-7.9%
Q4 2023$8,624,473
+22.3%
152,943
+14.5%
2.60%
+2.3%
Q3 2023$7,053,333
+8.2%
133,611
+10.2%
2.54%
+7.4%
Q2 2023$6,521,700
+5.3%
121,199
+3.5%
2.36%0.0%
Q1 2023$6,195,179
+10.1%
117,133
+5.1%
2.36%
-1.7%
Q4 2022$5,624,331
+91.1%
111,483
+74.0%
2.41%
+85.2%
Q3 2022$2,943,000
-1.0%
64,066
+12.1%
1.30%
+0.9%
Q2 2022$2,973,000
+3.5%
57,149
+18.0%
1.29%
-8.4%
Q1 2022$2,872,000
+21.6%
48,441
+29.9%
1.41%
+28.1%
Q4 2021$2,362,000
+34.3%
37,304
+36.8%
1.10%
+25.8%
Q3 2021$1,759,000
+34.0%
27,268
+44.5%
0.87%
+25.6%
Q2 2021$1,313,000
+48.7%
18,872
+40.4%
0.70%
+25.5%
Q1 2021$883,000
+81.7%
13,438
+70.7%
0.55%
+65.4%
Q4 2020$486,0007,8710.34%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2024
NameSharesValueWeighting ↓
Fort Vancouver Investment Management, LLC 191,090$11,673,68911.21%
Oak Root LLC 1,187,668$72,554,6389.67%
Morton Brown Family Wealth, LLC 370,157$22,738,7608.98%
Savant Capital, LLC 14,181,306$866,335,9968.67%
WJ Interests, LLC 271,978$16,615,1588.27%
Waypoint Wealth Partners Inc. 441,969$26,999,9037.89%
WEST PACES ADVISORS INC. 439,913$26,874,2657.01%
Shotwell Rutter Baer Inc 123,934$7,752,0586.87%
Ritter Daniher Financial Advisory LLC / DE 349,276$21,337,2516.80%
Valued Wealth Advisors LLC 147,146$8,989,1636.17%
View complete list of AMERICAN CENTY ETF TR shareholders