AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 19 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,708,045 | -13.9% | 45,463 | -6.2% | 0.67% | -14.1% |
Q2 2023 | $1,983,748 | -0.5% | 48,455 | +0.8% | 0.78% | -5.7% |
Q1 2023 | $1,993,521 | +16.8% | 48,083 | +15.9% | 0.82% | +7.2% |
Q4 2022 | $1,706,316 | -32.7% | 41,496 | -36.2% | 0.77% | -39.2% |
Q3 2022 | $2,536,000 | +22.2% | 65,032 | +39.3% | 1.26% | +40.5% |
Q2 2022 | $2,075,000 | +489.5% | 46,694 | +598.0% | 0.90% | +570.1% |
Q1 2022 | $352,000 | – | 6,690 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quantum Financial Advisors, LLC | 968,800 | $39,662,688 | 11.67% |
LAM GROUP, INC. | 192,880 | $7,896,507 | 7.35% |
WorthPointe, LLC | 267,803 | $10,963,849 | 6.63% |
Hill Investment Group Partners, LLC | 603,784 | $24,718,916 | 4.45% |
BetterWealth, LLC | 252,985 | $10,357,189 | 4.03% |
North Ridge Wealth Advisors, Inc. | 100,784 | $4,126,082 | 3.94% |
QUARRY HILL ADVISORS, LLC | 94,480 | $3,867,991 | 3.49% |
Seaside Wealth Management, Inc. | 153,837 | $6,298,101 | 3.26% |
ShankerValleau Wealth Advisors, Inc. | 144,644 | $5,921,725 | 3.26% |
Level Financial Advisors | 131,327 | $5,376,545 | 3.00% |