WMS Partners, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072315. A total of 23 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$470,168
+8.1%
10,478
+10.6%
0.04%
+8.8%
Q2 2023$435,001
+22.5%
9,471
+19.4%
0.03%
+9.7%
Q1 2023$355,112
+7.1%
7,930
+2.1%
0.03%
-6.1%
Q4 2022$331,5117,7640.03%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 111,589$5,007,3330.75%
Northland Capital Management LLC 19,624$880,5730.60%
Highland Financial Advisors, LLC 14,763$6620.34%
Wealthstream Advisors, Inc. 12,188$546,9270.28%
Level Financial Advisors 4,914$220,5060.12%
OLD MISSION CAPITAL LLC 72,729$3,263,5680.07%
Tarbox Family Office, Inc. 4,864$218,2620.04%
WMS Partners, LLC 10,478$470,1680.04%
Orion Capital Management LLC 1,156$51,8730.03%
Merriman Wealth Management, LLC 14,048$630,3760.03%
View complete list of AMERICAN CENTY ETF TR shareholders