AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. 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 4.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,357,722 | +6.1% | 25,773 | +7.5% | 0.02% | +5.6% |
| Q2 2023 | $1,279,546 | +12.6% | 23,984 | +7.9% | 0.02% | 0.0% |
| Q1 2023 | $1,136,329 | +1.0% | 22,233 | -0.8% | 0.02% | -10.0% |
| Q4 2022 | $1,125,410 | +248.4% | 22,423 | +208.3% | 0.02% | +233.3% |
| Q3 2022 | $323,000 | – | 7,272 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridgewater Advisors Inc. | 818,532 | $36,359,000 | 10.06% |
| Fortress Wealth Management, Inc. | 172,273 | $7,652,000 | 7.77% |
| Pure Financial Advisors, LLC | 1,873,790 | $83,234,000 | 4.84% |
| Merriman Wealth Management, LLC | 1,654,559 | $73,496,000 | 4.82% |
| JRM Investment Counsel, LLC | 238,772 | $10,606,000 | 4.52% |
| BSW Wealth Partners | 381,134 | $16,930,000 | 4.16% |
| Nova R Wealth, Inc. | 95,602 | $4,247,000 | 3.46% |
| Strategic Blueprint, LLC | 255,053 | $11,329,000 | 1.36% |
| Beaird Harris Wealth Management, LLC | 139,425 | $6,193,000 | 1.36% |
| Waypoint Capital Advisors, LLC | 58,942 | $2,617,000 | 1.14% |