AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 14 filers reported holding AMERICAN CENTY ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,108,547 | -5.8% | 23,114 | -1.8% | 0.01% | 0.0% |
Q2 2023 | $1,176,883 | -2.2% | 23,538 | -1.6% | 0.01% | -7.1% |
Q1 2023 | $1,203,839 | -16.9% | 23,911 | -19.2% | 0.01% | -17.6% |
Q4 2022 | $1,448,795 | -51.4% | 29,610 | -52.7% | 0.02% | -54.1% |
Q3 2022 | $2,984,000 | -28.8% | 62,587 | -25.6% | 0.04% | -24.5% |
Q2 2022 | $4,193,000 | -17.6% | 84,129 | -14.6% | 0.05% | -9.3% |
Q1 2022 | $5,088,000 | -23.6% | 98,557 | -18.2% | 0.05% | -18.2% |
Q4 2021 | $6,662,000 | -15.8% | 120,491 | -16.1% | 0.07% | -21.4% |
Q3 2021 | $7,910,000 | +15.9% | 143,583 | +16.8% | 0.08% | +25.4% |
Q2 2021 | $6,823,000 | +13.8% | 122,909 | +11.9% | 0.07% | 0.0% |
Q1 2021 | $5,995,000 | +50.0% | 109,808 | +50.0% | 0.07% | +45.7% |
Q4 2020 | $3,997,000 | +2.7% | 73,187 | +0.8% | 0.05% | -11.5% |
Q3 2020 | $3,892,000 | +16.0% | 72,632 | +14.4% | 0.05% | +6.1% |
Q2 2020 | $3,355,000 | +222.0% | 63,508 | +213.5% | 0.05% | +226.7% |
Q1 2020 | $1,042,000 | +768.3% | 20,260 | +792.1% | 0.02% | +650.0% |
Q4 2019 | $120,000 | +1100.0% | 2,271 | +1095.3% | 0.00% | – |
Q3 2019 | $10,000 | – | 190 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goldstein Advisors, LLC | 320,484 | $15,367,208 | 3.21% |
Stewardship Advisors, LLC | 157,077 | $7,531,834 | 2.94% |
GEM Asset Management, LLC | 57,457 | $2,755,059 | 2.18% |
CX Institutional | 458,460 | $21,983,143 | 1.21% |
CNB Bank | 34,265 | $1,643,007 | 0.97% |
Landmark Wealth Management, LLC | 34,409 | $1,650 | 0.94% |
CONDOR CAPITAL MANAGEMENT | 132,509 | $6,353,842 | 0.78% |
Core Wealth Advisors, Inc. | 33,784 | $1,619,943 | 0.66% |
Altus Wealth Group LLC | 17,716 | $849,463 | 0.54% |
First Affirmative Financial Network | 10,617 | $509,089 | 0.50% |