AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072372. A total of 56 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,157 | -49.7% | 2,720 | -45.6% | 0.01% | 0.0% |
| Q2 2023 | $234,750 | +107.6% | 5,000 | +122.2% | 0.01% | 0.0% |
| Q1 2023 | $113,062 | +99954.9% | 2,250 | 0.0% | 0.01% | +66.7% |
| Q4 2022 | $113 | -99.8% | 2,250 | +55.2% | 0.00% | +50.0% |
| Q3 2022 | $73,000 | +4.3% | 1,450 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $70,000 | -26.3% | 1,400 | -26.3% | 0.00% | +100.0% |
| Q1 2022 | $95,000 | – | 1,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 237,314 | $10,308,903 | 7.66% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 207,178 | $8,999,812 | 4.24% |
| Armbruster Capital Management, Inc. | 263,425 | $11,443,199 | 2.89% |
| FIDELITY D & D BANCORP INC | 59,633 | $2,590,457 | 2.66% |
| BAYSHORE ASSET MANAGEMENT, LLC | 81,469 | $3,539,009 | 2.07% |
| Allegiance Financial Group Advisory Services LLC | 68,492 | $2,975,281 | 1.68% |
| Merriman Wealth Management, LLC | 624,883 | $27,144,935 | 1.40% |
| Northland Capital Management LLC | 45,385 | $1,971,533 | 1.34% |
| ANDERSON HOAGLAND & CO | 220,897 | $9,595,786 | 1.28% |
| Paragon Advisors, LLC | 65,022 | $2,824 | 1.17% |