WMS Partners, LLC - AMERICAN CENTY ETF TR ownership

Back to all holdings Add to watchlist

AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072323. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Links
Filings
Quarter-by-quarter ownership
WMS Partners, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$510,168
-20.0%
11,524
-17.6%
0.04%
-20.0%
Q2 2023$637,908
+3.5%
13,9800.0%0.05%
-7.4%
Q1 2023$616,580
-2.2%
13,980
-3.8%
0.05%
-12.9%
Q4 2022$630,179
+154.1%
14,537
+131.5%
0.06%
+82.4%
Q3 2022$248,000–6,280–0.03%–
 Download
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 426,085$18,862,8044.37%
Waypoint Capital Advisors, LLC 204,196$9,039,7573.03%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 105,092$4,652,4232.05%
MERCER GLOBAL ADVISORS INC /ADV 6,255,823$276,9451.05%
FAS Wealth Partners, Inc. 216,959$9,604,7581.03%
Cypress Point Wealth Management, LLC 19,817$877,2800.77%
Beaird Harris Wealth Management, LLC 141,803$6,277,6190.75%
Aveo Capital Partners, LLC 105,679$4,678,4090.62%
ML & R WEALTH MANAGEMENT LLC 34,985$1,548,7860.40%
Tillman Hartley LLC 20,508$907,8890.37%
View complete list of AMERICAN CENTY ETF TR shareholders