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 ↓
WIPFLI FINANCIAL ADVISORS LLC, 2,147,105$127,280,372,00012.85%
Waypoint Wealth Partners Inc. 357,129$21,171,0007.74%
Versant Capital Management, Inc 334,419$19,824,0006.32%
Henrickson Nauta Wealth Advisors, Inc. 112,355$6,660,0005.54%
LIBRA WEALTH LLC 131,081$8,008,0004.59%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 122,386$7,385,0003.78%
Pure Financial Advisors, LLC 1,263,327$74,890,0003.43%
Larson Financial Group LLC 359,703$21,323,0003.41%
Capasso Planning Partners LLC 66,600$3,948,0002.79%
FOSTER & MOTLEY INC 557,690$33,060,0002.59%
View complete list of AMERICAN CENTY ETF TR shareholders