AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 91 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,042 | +19.4% | 49,532 | +22.4% | 0.02% | +13.6% |
| Q1 2024 | $1,710 | +12.0% | 40,455 | +14.8% | 0.02% | +4.8% |
| Q4 2023 | $1,527 | +32.7% | 35,247 | +15.1% | 0.02% | +16.7% |
| Q3 2023 | $1,151 | +18.4% | 30,627 | +29.0% | 0.02% | +20.0% |
| Q2 2023 | $972 | +22.9% | 23,744 | +24.5% | 0.02% | +7.1% |
| Q1 2023 | $791 | – | 19,068 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantum Financial Advisors, LLC | 960,739 | $36,094,946 | 10.61% |
| WorthPointe, LLC | 271,717 | $10,208,402 | 6.02% |
| LAM GROUP, INC. | 162,300 | $6,097,611 | 5.99% |
| BetterWealth, LLC | 257,956 | $9,691,425 | 3.90% |
| Hill Investment Group Partners, LLC | 621,959 | $23,366,991 | 3.88% |
| North Ridge Wealth Advisors, Inc. | 104,273 | $3,917,519 | 3.82% |
| Level Financial Advisors | 159,806 | $6,003,911 | 3.36% |
| ShankerValleau Wealth Advisors, Inc. | 153,217 | $5,756,363 | 3.24% |
| Seaside Wealth Management, Inc. | 165,764 | $6,227,766 | 3.16% |
| QUARRY HILL ADVISORS, LLC | 85,637 | $3,217,391 | 2.95% |