Concord Wealth Partners - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$12,900,669
+1.1%
244,377
+3.1%
2.74%
-0.3%
Q2 2023$12,758,143
+48.5%
237,096
+46.0%
2.75%
+12.8%
Q1 2023$8,589,852
+8.7%
162,410
+3.7%
2.44%
+2.6%
Q4 2022$7,902,489
-7.1%
156,640
-15.4%
2.38%
-11.9%
Q3 2022$8,503,000
+0.2%
185,126
+13.5%
2.70%
+15.8%
Q2 2022$8,483,000
+3540.8%
163,036
+4051.7%
2.33%
+3781.7%
Q1 2022$233,0003,9270.06%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 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