AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 62 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,425 | -33.4% | 3,152 | -19.7% | 0.01% | +25.0% |
| Q2 2023 | $177,774 | +82.1% | 3,926 | +99.7% | 0.00% | 0.0% |
| Q1 2023 | $97,640 | +135511.1% | 1,966 | +40.0% | 0.00% | +100.0% |
| Q4 2022 | $72 | -99.9% | 1,404 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $70,000 | +233.3% | 1,386 | +237.2% | 0.00% | +100.0% |
| Q2 2022 | $21,000 | -30.0% | 411 | -30.1% | 0.00% | – |
| Q1 2022 | $30,000 | – | 588 | – | 0.00% | – |
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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% |