AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 52 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $283,785 | -0.7% | 4,516 | +1.6% | 0.10% | -3.8% |
Q1 2024 | $285,700 | -8.3% | 4,446 | -17.6% | 0.10% | -11.8% |
Q4 2023 | $311,615 | +9.6% | 5,395 | 0.0% | 0.12% | 0.0% |
Q3 2023 | $284,209 | -6.1% | 5,395 | -4.9% | 0.12% | -1.7% |
Q2 2023 | $302,601 | +4.4% | 5,672 | 0.0% | 0.12% | -1.6% |
Q1 2023 | $289,896 | +4.1% | 5,672 | +2.2% | 0.12% | -3.1% |
Q4 2022 | $278,504 | -18.1% | 5,549 | -27.5% | 0.13% | -21.6% |
Q3 2022 | $340,000 | -8.6% | 7,650 | -5.1% | 0.16% | -9.0% |
Q2 2022 | $372,000 | +49.4% | 8,063 | +75.2% | 0.18% | +69.5% |
Q1 2022 | $249,000 | – | 4,603 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INTEGRATED CAPITAL MANAGEMENT, INC. | 291,321 | $18,306,616 | 14.61% |
Oceanside Advisors LLC | 224,164 | $14,086,438 | 11.38% |
Shotwell Rutter Baer Inc | 196,222 | $12,322,737 | 10.92% |
Fortress Wealth Management, Inc. | 322,069 | $20,238,807 | 10.35% |
Allegiance Financial Group Advisory Services LLC | 407,239 | $25,590,887 | 9.80% |
JRM Investment Counsel, LLC | 454,425 | $28,556,061 | 9.63% |
Heritage Wealth Management, Inc. /CA/ | 195,442 | $12,281,556 | 9.01% |
Northland Capital Management LLC | 190,362 | $11,962,368 | 8.37% |
Moisand Fitzgerald Tamayo, LLC | 797,302 | $50,102,428 | 7.50% |
Bridgewater Advisors Inc. | 922,082 | $58,155,686 | 7.20% |