AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072364.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,191 | -5.2% | 24,743 | -4.2% | 0.13% | -4.5% |
| Q2 2023 | $1,256 | -5.6% | 25,831 | -6.5% | 0.13% | -9.0% |
| Q1 2023 | $1,331 | +9.0% | 27,622 | +2.0% | 0.14% | +8.2% |
| Q4 2022 | $1,221 | -99.9% | 27,078 | -9.9% | 0.13% | +9.8% |
| Q3 2022 | $1,142,000 | -21.1% | 30,056 | -11.7% | 0.12% | -36.5% |
| Q2 2022 | $1,448,000 | – | 34,047 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northland Capital Management LLC | 82,413 | $3,971,478 | 2.98% |
| Allegiance Financial Group Advisory Services LLC | 80,759 | $3,891,777 | 2.87% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 123,999 | $5,975,512 | 2.75% |
| BAYSHORE ASSET MANAGEMENT, LLC | 93,944 | $4,527,147 | 2.69% |
| Cypress Point Wealth Management, LLC | 29,334 | $1,413,606 | 1.99% |
| ATWOOD & PALMER INC | 315,915 | $15,223,944 | 1.43% |
| FAS Wealth Partners, Inc. | 230,751 | $11,119,879 | 1.20% |
| Beaird Harris Wealth Management, LLC | 138,842 | $6,690,796 | 1.20% |
| COLLECTIVE FAMILY OFFICE LLC | 45,866 | $2,210,283 | 0.91% |
| Altiora Financial Group, LLC | 37,542 | $1,809,142 | 0.84% |