AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. 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 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,637,028 | +0.4% | 200,981 | +4.7% | 0.09% | +3.6% |
| Q2 2023 | $9,600,132 | +6.0% | 192,003 | +6.7% | 0.08% | -4.6% |
| Q1 2023 | $9,060,093 | +101198.0% | 179,942 | -1.6% | 0.09% | – |
| Q4 2022 | $8,944 | -99.9% | 182,782 | -0.9% | 0.00% | -100.0% |
| Q3 2022 | $8,791,000 | +221.3% | 184,420 | +235.9% | 0.10% | +320.8% |
| Q2 2022 | $2,736,000 | +24.9% | 54,898 | +29.4% | 0.02% | +41.2% |
| Q1 2022 | $2,190,000 | -1.4% | 42,413 | +5.5% | 0.02% | 0.0% |
| Q4 2021 | $2,220,000 | +63.4% | 40,190 | +62.9% | 0.02% | +88.9% |
| Q3 2021 | $1,359,000 | – | 24,670 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 298,731 | $14,936,550 | 3.13% |
| Stewardship Advisors, LLC | 155,843 | $7,792,157 | 2.93% |
| GEM Asset Management, LLC | 48,788 | $2,439,406 | 1.88% |
| CX Institutional | 411,152 | $20,557,606 | 1.06% |
| CNB Bank | 35,215 | $1,760,750 | 1.04% |
| SFG Wealth Management, LLC. | 18,019 | $900,976 | 0.76% |
| CONDOR CAPITAL MANAGEMENT | 121,444 | $6,072,200 | 0.73% |
| Core Wealth Advisors, Inc. | 30,583 | $1,529,150 | 0.61% |
| First Affirmative Financial Network | 10,992 | $549,591 | 0.55% |
| Certified Advisory Corp | 59,588 | $2,979,400 | 0.55% |