AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 2 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,736,329 | +2.5% | 70,925 | +3.8% | 0.98% | +21.4% |
Q2 2023 | $3,646,793 | +34.6% | 68,356 | +29.0% | 0.80% | +10.9% |
Q1 2023 | $2,708,728 | +2.0% | 52,998 | +0.2% | 0.72% | -8.6% |
Q4 2022 | $2,654,549 | +42.4% | 52,890 | +26.0% | 0.79% | +25.9% |
Q3 2022 | $1,864,000 | +28.7% | 41,969 | +33.6% | 0.63% | -3.2% |
Q2 2022 | $1,448,000 | +434.3% | 31,415 | +526.9% | 0.65% | +551.0% |
Q1 2022 | $271,000 | – | 5,011 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridgewater Advisors Inc. | 869,126 | $44,421,029 | 9.70% |
Fortress Wealth Management, Inc. | 232,388 | $11,877,355 | 8.32% |
JRM Investment Counsel, LLC | 342,631 | $17,511,886 | 7.67% |
Allegiance Financial Group Advisory Services LLC | 193,422 | $9,885,781 | 7.29% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 267,585 | $13,676,249 | 6.29% |
Echo Wealth Management, LLC | 100,770 | $5,150,355 | 5.69% |
WJ Interests, LLC | 159,104 | $8,198,628 | 5.67% |
Nova R Wealth, Inc. | 138,827 | $7,095,468 | 4.80% |
Merriman Wealth Management, LLC | 1,816,074 | $92,819,546 | 4.78% |
Pure Financial Advisors, LLC | 1,827,806 | $93,419,161 | 4.33% |