AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 2 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,000 | +1.3% | 19,750 | +5.6% | 0.00% | – |
| Q2 2023 | $935,000 | -0.6% | 18,705 | +0.1% | 0.00% | – |
| Q1 2023 | $941,000 | +5435.3% | 18,695 | +5350.4% | 0.00% | – |
| Q2 2022 | $17,000 | +750.0% | 343 | +852.8% | 0.00% | – |
| Q3 2021 | $2,000 | -71.4% | 36 | -70.2% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 121 | +7.1% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -80.6% | 113 | -80.6% | 0.00% | – |
| Q4 2019 | $31,000 | – | 581 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 298,731 | $14,936,550 | 3.13% |
| Stewardship Advisors, LLC | 155,843 | $7,792,157 | 2.93% |
| GEM Asset Management, LLC | 48,788 | $2,439,406 | 1.88% |
| CX Institutional | 411,152 | $20,557,606 | 1.06% |
| CNB Bank | 35,215 | $1,760,750 | 1.04% |
| SFG Wealth Management, LLC. | 18,019 | $900,976 | 0.76% |
| CONDOR CAPITAL MANAGEMENT | 121,444 | $6,072,200 | 0.73% |
| Core Wealth Advisors, Inc. | 30,583 | $1,529,150 | 0.61% |
| First Affirmative Financial Network | 10,992 | $549,591 | 0.55% |
| Certified Advisory Corp | 59,588 | $2,979,400 | 0.55% |