Concord Wealth Partners - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q2 2022
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