ASSETMARK, INC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 59 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$21,194
-8.1%
442
-4.1%
0.00%
Q2 2023$23,050
+11.1%
461
+11.9%
0.00%
Q1 2023$20,744
+30.4%
412
+26.8%
0.00%
Q4 2022$15,902325
+32400.0%
0.00%
Q3 2022$010.0%0.00%
Q2 2022$010.0%0.00%
Q1 2022$010.0%0.00%
Q4 2021$010.0%0.00%
Q3 2021$010.0%0.00%
Q2 2021$010.0%0.00%
Q1 2021$010.00%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Goldstein Advisors, LLC 320,484$15,367,2083.21%
Stewardship Advisors, LLC 157,077$7,531,8342.94%
GEM Asset Management, LLC 57,457$2,755,0592.18%
CX Institutional 458,460$21,983,1431.21%
CNB Bank 34,265$1,643,0070.97%
Landmark Wealth Management, LLC 34,409$1,6500.94%
CONDOR CAPITAL MANAGEMENT 132,509$6,353,8420.78%
Core Wealth Advisors, Inc. 33,784$1,619,9430.66%
Altus Wealth Group LLC 17,716$849,4630.54%
First Affirmative Financial Network 10,617$509,0890.50%
View complete list of AMERICAN CENTY ETF TR shareholders