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 | $418,753 | -12.4% | 7,949 | -11.3% | 0.00% | -50.0% |
Q2 2023 | $478,069 | -85.2% | 8,961 | -85.8% | 0.00% | -71.4% |
Q1 2023 | $3,232,656 | +13.2% | 63,249 | +11.1% | 0.01% | +16.7% |
Q4 2022 | $2,856,162 | +54.9% | 56,907 | +37.1% | 0.01% | +20.0% |
Q3 2022 | $1,844,000 | +146.9% | 41,520 | +156.1% | 0.01% | +150.0% |
Q2 2022 | $747,000 | -9.0% | 16,213 | +6.7% | 0.00% | 0.0% |
Q1 2022 | $821,000 | +34.4% | 15,192 | +34.8% | 0.00% | +100.0% |
Q4 2021 | $611,000 | – | 11,271 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INTEGRATED CAPITAL MANAGEMENT, INC. | 321,179 | $16,919,703 | 14.95% |
JRM Investment Counsel, LLC | 460,481 | $24,258,130 | 11.33% |
Allegiance Financial Group Advisory Services LLC | 291,672 | $15,365,286 | 8.65% |
ShoreHaven Wealth Partners, LLC | 213,158 | $11,229,177 | 7.72% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 319,141 | $16,812,379 | 7.39% |
Bridgewater Advisors Inc. | 856,859 | $45,139,354 | 7.24% |
TCG Advisory Services, LLC | 866,317 | $45,637,603 | 6.89% |
Fortress Wealth Management, Inc. | 200,999 | $10,588,614 | 6.85% |
WJ Interests, LLC | 157,546 | $8,299,518 | 5.77% |
Echo Wealth Management, LLC | 101,435 | $5,343,596 | 5.76% |