Prosperity Planning, Inc. - 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
Prosperity Planning, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$5,092,930
+1.2%
96,475
+3.1%
2.13%
+2.4%
Q2 2023$5,034,048
+9.9%
93,552
+8.0%
2.08%
+4.2%
Q1 2023$4,579,578
+8.7%
86,587
+20.5%
2.00%
-4.2%
Q4 2022$4,213,336
+27.6%
71,8770.0%2.08%
+20.8%
Q3 2022$3,301,000
+4.9%
71,877
+56.4%
1.72%
+7.2%
Q2 2022$3,146,000
-1.9%
45,9600.0%1.61%
+2.4%
Q1 2022$3,208,000
+10.2%
45,9600.0%1.57%
+6.4%
Q4 2021$2,910,000
+13.6%
45,960
+15.8%
1.48%
+5.6%
Q3 2021$2,561,000
-0.3%
39,702
+7.5%
1.40%
-12.4%
Q2 2021$2,569,000
+17.4%
36,931
+10.9%
1.59%
+2.5%
Q1 2021$2,189,000
+15.9%
33,307
+8.9%
1.56%
-2.8%
Q4 2020$1,889,00030,5741.60%
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