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 ↓ |
|---|---|---|---|
| Physician Wealth Solutions Inc. | 255,305 | $10,523,674 | 7.51% |
| ShankerValleau Wealth Advisors, Inc. | 320,726 | $13,220,326 | 5.66% |
| WorthPointe, LLC | 238,876 | $9,846,481 | 4.49% |
| Hill Investment Group Partners, LLC | 731,855 | $31,930,829 | 4.30% |
| Prairiewood Capital, LLC | 200,676 | $8,271,878 | 3.92% |
| Aprio Wealth Management, LLC | 516,219 | $21,278,561 | 3.88% |
| BetterWealth, LLC | 274,796 | $11,327,103 | 3.61% |
| North Ridge Wealth Advisors, Inc. | 105,323 | $4,341,425 | 3.30% |
| Seaside Wealth Management, Inc. | 185,640 | $7,652,037 | 3.17% |
| Level Financial Advisors | 159,850 | $6,589,017 | 2.86% |