AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,139,354 | -2.7% | 856,859 | -1.4% | 7.24% | -22.2% |
Q2 2023 | $46,378,354 | +4.4% | 869,322 | +0.0% | 9.30% | -4.1% |
Q1 2023 | $44,421,029 | +2.9% | 869,126 | +1.1% | 9.70% | -7.1% |
Q4 2022 | $43,157,431 | +18.7% | 859,881 | +5.1% | 10.44% | +3.8% |
Q3 2022 | $36,359,000 | -2.2% | 818,532 | +1.5% | 10.06% | +30.5% |
Q2 2022 | $37,193,000 | – | 806,780 | – | 7.71% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridgewater Advisors Inc. | 859,881 | $43,157,431 | 10.44% |
Fortress Wealth Management, Inc. | 194,054 | $9,739,586 | 8.10% |
Allegiance Financial Group Advisory Services LLC | 140,335 | $7,043,397 | 6.77% |
JRM Investment Counsel, LLC | 304,321 | $15,273,867 | 6.55% |
WJ Interests, LLC | 150,009 | $7,528,956 | 6.25% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 243,842 | $12,238,410 | 5.93% |
Echo Wealth Management, LLC | 93,534 | $4,944,207 | 5.27% |
Merriman Wealth Management, LLC | 1,914,780 | $96,102,821 | 4.93% |
Pure Financial Advisors, LLC | 1,839,627 | $92,330,897 | 4.77% |
Nova R Wealth, Inc. | 127,083 | $6,378,274 | 4.67% |