Lifeworks Advisors, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 72 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lifeworks Advisors, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$432,701
-4.1%
9,0240.0%0.17%
-12.5%
Q2 2023$451,200
-0.7%
9,0240.0%0.19%
-10.7%
Q1 2023$454,3589,0240.22%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
ERn Financial, LLC 148,819$7,417,0001.81%
OneDigital Investment Advisors LLC 783,659$39,058,0001.68%
CX Institutional 345,482$17,219,0001.30%
CNB Bank 38,195$1,904,0001.23%
SFG Wealth Management, LLC. 19,342$964,0001.12%
Fortitude Advisory Group L.L.C. 23,267$1,160,0001.06%
First Affirmative Financial Network 15,926$794,0000.90%
Fortune 45 LLC 10,731$534,0000.61%
3D/L Capital Management, LLC 41,837$2,085,0000.58%
Stewardship Advisors, LLC 27,165$1,354,0000.57%
View complete list of AMERICAN CENTY ETF TR shareholders