WealthPlan Investment Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q4 2023$6,214,838
+10.7%
110,212
+3.7%
1.00%
+0.3%
Q3 2023$5,613,164
+40.2%
106,330
+42.8%
0.99%
-16.8%
Q2 2023$4,002,370
-28.4%
74,469
-29.6%
1.19%
+23.9%
Q1 2023$5,591,804
-62.6%
105,725
-61.8%
0.96%
-7.8%
Q4 2022$14,943,616
+5.2%
276,734
+0.6%
1.04%
+0.8%
Q3 2022$14,205,000
+86.1%
275,031
+101.3%
1.04%
+95.7%
Q1 2022$7,635,000136,6560.53%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Savant Capital, LLC 8,934,526$446,343,72510.90%
WJ Interests, LLC 220,195$11,108,8299.22%
Waypoint Wealth Partners Inc. 415,001$20,936,7878.23%
Flagstone Financial Management 229,452$11,575,8577.05%
Ritter Daniher Financial Advisory LLC / DE 265,053$13,371,9246.37%
Versant Capital Management, Inc 333,312$16,815,5926.09%
Beaird Harris Wealth Management, LLC 592,414$29,887,2805.59%
Quantum Financial Advisors, LLC 238,405$12,027,5095.42%
Henrickson Nauta Wealth Advisors, Inc. 119,673$6,037,4824.79%
Highland Financial Advisors, LLC 150,781$7,6074.48%
View complete list of AMERICAN CENTY ETF TR shareholders