AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 68 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,043,664 | +37.4% | 20,728 | +33.5% | 0.15% | +29.1% |
Q4 2022 | $759,535 | -30.6% | 15,523 | -32.4% | 0.12% | -39.1% |
Q3 2022 | $1,095,000 | -7.5% | 22,964 | -3.3% | 0.19% | -6.3% |
Q2 2022 | $1,184,000 | -16.7% | 23,748 | -13.8% | 0.20% | -6.4% |
Q1 2022 | $1,422,000 | – | 27,544 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goldstein Advisors, LLC | 320,484 | $15,367,208 | 3.21% |
Stewardship Advisors, LLC | 157,077 | $7,531,834 | 2.94% |
GEM Asset Management, LLC | 57,457 | $2,755,059 | 2.18% |
CX Institutional | 458,460 | $21,983,143 | 1.21% |
CNB Bank | 34,265 | $1,643,007 | 0.97% |
Landmark Wealth Management, LLC | 34,409 | $1,650 | 0.94% |
CONDOR CAPITAL MANAGEMENT | 132,509 | $6,353,842 | 0.78% |
Core Wealth Advisors, Inc. | 33,784 | $1,619,943 | 0.66% |
Altus Wealth Group LLC | 17,716 | $849,463 | 0.54% |
First Affirmative Financial Network | 10,617 | $509,089 | 0.50% |