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 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
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 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