WorthPointe, LLC - 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
WorthPointe, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$2,013,388
-3.2%
38,140
-1.4%
1.19%
-5.6%
Q2 2023$2,080,452
-5.9%
38,663
-7.5%
1.26%
-12.4%
Q1 2023$2,210,682
-6.3%
41,798
-10.6%
1.44%
-10.1%
Q4 2022$2,358,551
+78.3%
46,750
+62.3%
1.60%
+43.7%
Q3 2022$1,323,000
-15.7%
28,804
-4.5%
1.11%
-15.6%
Q2 2022$1,569,000
-3.4%
30,148
+10.0%
1.32%
+0.8%
Q1 2022$1,625,000
+166.8%
27,415
+212.9%
1.30%
+141.2%
Q4 2021$609,0008,7610.54%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2022
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