AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. 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 4.8%.
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. | 818,532 | $36,359,000 | 10.06% |
| Fortress Wealth Management, Inc. | 172,273 | $7,652,000 | 7.77% |
| Pure Financial Advisors, LLC | 1,873,790 | $83,234,000 | 4.84% |
| Merriman Wealth Management, LLC | 1,654,559 | $73,496,000 | 4.82% |
| JRM Investment Counsel, LLC | 238,772 | $10,606,000 | 4.52% |
| BSW Wealth Partners | 381,134 | $16,930,000 | 4.16% |
| Nova R Wealth, Inc. | 95,602 | $4,247,000 | 3.46% |
| Strategic Blueprint, LLC | 255,053 | $11,329,000 | 1.36% |
| Beaird Harris Wealth Management, LLC | 139,425 | $6,193,000 | 1.36% |
| Waypoint Capital Advisors, LLC | 58,942 | $2,617,000 | 1.14% |