AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 27 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,558 | -17.5% | 6,190 | -10.1% | 0.04% | -22.8% |
| Q2 2023 | $281,790 | -0.3% | 6,883 | +0.9% | 0.06% | -9.5% |
| Q1 2023 | $282,716 | -49.1% | 6,819 | -49.5% | 0.06% | -50.4% |
| Q4 2022 | $555,778 | +54.0% | 13,516 | +46.2% | 0.13% | +30.9% |
| Q3 2022 | $361,000 | +64.8% | 9,247 | +87.3% | 0.10% | +59.0% |
| Q2 2022 | $219,000 | -8.8% | 4,938 | +8.1% | 0.06% | +5.2% |
| Q1 2022 | $240,000 | – | 4,569 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantum Financial Advisors, LLC | 960,739 | $36,094,946 | 10.61% |
| WorthPointe, LLC | 271,717 | $10,208,402 | 6.02% |
| LAM GROUP, INC. | 162,300 | $6,097,611 | 5.99% |
| BetterWealth, LLC | 257,956 | $9,691,425 | 3.90% |
| Hill Investment Group Partners, LLC | 621,959 | $23,366,991 | 3.88% |
| North Ridge Wealth Advisors, Inc. | 104,273 | $3,917,519 | 3.82% |
| Level Financial Advisors | 159,806 | $6,003,911 | 3.36% |
| ShankerValleau Wealth Advisors, Inc. | 153,217 | $5,756,363 | 3.24% |
| Seaside Wealth Management, Inc. | 165,764 | $6,227,766 | 3.16% |
| QUARRY HILL ADVISORS, LLC | 85,637 | $3,217,391 | 2.95% |