AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 27 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,023,674 | +14.7% | 160,332 | +25.0% | 2.02% | +23.4% |
Q2 2023 | $5,249,614 | -0.8% | 128,227 | +0.5% | 1.64% | -4.9% |
Q1 2023 | $5,289,923 | +1.9% | 127,591 | +1.1% | 1.72% | -4.2% |
Q4 2022 | $5,191,852 | +30.5% | 126,261 | +23.7% | 1.80% | +3.8% |
Q3 2022 | $3,977,000 | -5.8% | 102,085 | +7.5% | 1.73% | -9.6% |
Q2 2022 | $4,222,000 | – | 95,004 | – | 1.92% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quantum Financial Advisors, LLC | 960,739 | $36,094,946 | 10.61% |
WorthPointe, LLC | 271,717 | $10,208,402 | 6.02% |
LAM GROUP, INC. | 162,300 | $6,097,611 | 5.99% |
BetterWealth, LLC | 257,956 | $9,691,425 | 3.90% |
Hill Investment Group Partners, LLC | 621,959 | $23,366,991 | 3.88% |
North Ridge Wealth Advisors, Inc. | 104,273 | $3,917,519 | 3.82% |
Level Financial Advisors | 159,806 | $6,003,911 | 3.36% |
ShankerValleau Wealth Advisors, Inc. | 153,217 | $5,756,363 | 3.24% |
Seaside Wealth Management, Inc. | 165,764 | $6,227,766 | 3.16% |
QUARRY HILL ADVISORS, LLC | 85,637 | $3,217,391 | 2.95% |