Concord Wealth Partners - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 181 filers reported holding AMERICAN CENTY ETF TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
WIPFLI FINANCIAL ADVISORS LLC, 2,147,105$127,280,372,00012.85%
Waypoint Wealth Partners Inc. 357,129$21,171,0007.74%
Versant Capital Management, Inc 334,419$19,824,0006.32%
Henrickson Nauta Wealth Advisors, Inc. 112,355$6,660,0005.54%
LIBRA WEALTH LLC 131,081$8,008,0004.59%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 122,386$7,385,0003.78%
Pure Financial Advisors, LLC 1,263,327$74,890,0003.43%
Larson Financial Group LLC 359,703$21,323,0003.41%
Capasso Planning Partners LLC 66,600$3,948,0002.79%
FOSTER & MOTLEY INC 557,690$33,060,0002.59%
View complete list of AMERICAN CENTY ETF TR shareholders