AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072323. A total of 60 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,296,890 | -3.0% | 29,295 | 0.0% | 0.07% | -4.2% |
Q2 2023 | $1,336,731 | +3.5% | 29,295 | 0.0% | 0.07% | -1.4% |
Q1 2023 | $1,292,038 | +10.2% | 29,295 | +8.3% | 0.07% | +5.8% |
Q4 2022 | $1,172,401 | +93.5% | 27,045 | +76.6% | 0.07% | +72.5% |
Q3 2022 | $606,000 | -3.5% | 15,315 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $628,000 | – | 15,315 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waypoint Capital Advisors, LLC | 165,312 | $6,779,000 | 3.08% |
ML & R WEALTH MANAGEMENT LLC | 34,404 | $1,411,000 | 0.63% |
Beaird Harris Wealth Management, LLC | 47,509 | $1,948,000 | 0.54% |
COLLECTIVE FAMILY OFFICE LLC | 11,724 | $481,000 | 0.21% |
Moisand Fitzgerald Tamayo, LLC | 11,054 | $453,000 | 0.12% |
Bridgewater Advisors Inc. | 9,467 | $388,000 | 0.08% |
CPWM, LLC | 16,562 | $679,000 | 0.06% |
Plancorp, LLC | 15,315 | $628,000 | 0.04% |
Level Financial Advisors | 1,042 | $43,000 | 0.03% |
Life Planning Partners, Inc | 590 | $24,000 | 0.03% |