AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 51 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,875,097 | -8.9% | 80,288 | +5.5% | 0.16% | -5.5% |
Q2 2023 | $3,154,773 | +0.9% | 76,129 | +0.9% | 0.16% | -9.9% |
Q1 2023 | $3,127,152 | -0.6% | 75,454 | +7.2% | 0.18% | -5.7% |
Q4 2022 | $3,144,461 | +6.6% | 70,412 | -5.0% | 0.19% | -8.1% |
Q3 2022 | $2,949,000 | +103.8% | 74,087 | +145.9% | 0.21% | +100.0% |
Q2 2022 | $1,447,000 | +197.7% | 30,123 | +185.3% | 0.10% | +183.8% |
Q1 2022 | $486,000 | +27.2% | 10,557 | +36.9% | 0.04% | +37.0% |
Q4 2021 | $382,000 | – | 7,711 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quantum Financial Advisors, LLC | 968,800 | $39,662,688 | 11.67% |
LAM GROUP, INC. | 192,880 | $7,896,507 | 7.35% |
WorthPointe, LLC | 267,803 | $10,963,849 | 6.63% |
Hill Investment Group Partners, LLC | 603,784 | $24,718,916 | 4.45% |
BetterWealth, LLC | 252,985 | $10,357,189 | 4.03% |
North Ridge Wealth Advisors, Inc. | 100,784 | $4,126,082 | 3.94% |
QUARRY HILL ADVISORS, LLC | 94,480 | $3,867,991 | 3.49% |
Seaside Wealth Management, Inc. | 153,837 | $6,298,101 | 3.26% |
ShankerValleau Wealth Advisors, Inc. | 144,644 | $5,921,725 | 3.26% |
Level Financial Advisors | 131,327 | $5,376,545 | 3.00% |