AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072299. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $352,652 | +30.4% | 6,350 | +33.7% | 0.05% | +22.7% |
| Q1 2024 | $270,407 | +33.8% | 4,750 | +26.7% | 0.04% | +33.3% |
| Q4 2023 | $202,065 | +14.5% | 3,750 | +4.2% | 0.03% | +22.2% |
| Q3 2023 | $176,551 | -4.2% | 3,600 | 0.0% | 0.03% | -3.6% |
| Q2 2023 | $184,338 | +17.6% | 3,600 | +16.1% | 0.03% | +12.0% |
| Q1 2023 | $156,752 | – | 3,100 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 195,653 | $9,595,195 | 1.43% |
| Northland Capital Management LLC | 38,205 | $1,873,650 | 1.27% |
| Highland Financial Advisors, LLC | 26,800 | $1,314 | 0.68% |
| Wealthstream Advisors, Inc. | 23,449 | $1,149,990 | 0.59% |
| Henrickson Nauta Wealth Advisors, Inc. | 17,846 | $875,202 | 0.54% |
| Merriman Wealth Management, LLC | 60,531 | $2,968,544 | 0.15% |
| Waverly Advisors, LLC | 65,400 | $3,207,340 | 0.14% |
| Trellis Wealth Advisors LLC | 4,311 | $211,435 | 0.13% |
| Diversified Portfolios, Inc. | 11,424 | $560,255 | 0.11% |
| OLD MISSION CAPITAL LLC | 85,673 | $4,201,567 | 0.09% |