EverSource Wealth Advisors, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$826,819
+1.7%
15,662
+3.6%
0.09%
-2.2%
Q2 2023$813,145
-0.8%
15,111
-2.5%
0.09%
-11.8%
Q1 2023$819,496
+10.0%
15,494
+4.9%
0.10%
-9.7%
Q4 2022$744,862
+19.8%
14,764
+9.1%
0.11%
-20.4%
Q3 2022$622,000
-44.4%
13,530
-37.0%
0.14%
-50.7%
Q2 2022$1,118,000
+59.7%
21,486
+81.9%
0.29%
+61.8%
Q1 2022$700,000
+3.2%
11,811
+10.4%
0.18%
-6.3%
Q4 2021$678,00010,7020.19%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 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