CAPITAL PERFORMANCE ADVISORS LLP - 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
CAPITAL PERFORMANCE ADVISORS LLP ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$602,439
+1.5%
11,412
+3.5%
0.31%
+4.8%
Q2 2023$593,470
+2.2%
11,029
+0.5%
0.29%
-6.1%
Q1 2023$580,468
+6.4%
10,975
+1.5%
0.31%
-0.3%
Q4 2022$545,617
-13.5%
10,815
-21.2%
0.31%
-23.1%
Q3 2022$631,000
+2.3%
13,729
+15.8%
0.41%
+7.4%
Q2 2022$617,000
+115.7%
11,851
+145.4%
0.38%
+132.5%
Q1 2022$286,000
+2.5%
4,829
+5.4%
0.16%
-3.6%
Q4 2021$279,0004,5800.17%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
WJ Interests, LLC 235,451$13,062,8318.61%
Savant Capital, LLC 10,192,843$548,476,8598.58%
Aprio Wealth Management, LLC 528,742$28,451,6187.81%
Waypoint Wealth Partners Inc. 414,938$22,327,8057.64%
Ritter Daniher Financial Advisory LLC / DE 309,009$16,627,7596.89%
Versant Capital Management, Inc 339,192$18,251,9305.84%
Flagstone Financial Management 194,193$10,449,5434.91%
Echo Wealth Management, LLC 79,980$4,464,4584.82%
Annex Advisory Services, LLC 1,538,542$82,788,9734.60%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 194,639$10,473,5534.56%
View complete list of AMERICAN CENTY ETF TR shareholders