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 | $1,163,752 | +2.3% | 30,976 | +11.5% | 0.39% | +2.9% |
| Q2 2023 | $1,137,570 | +9.0% | 27,786 | +10.4% | 0.38% | -1.1% |
| Q1 2023 | $1,043,475 | +25.3% | 25,168 | +24.3% | 0.38% | +10.1% |
| Q4 2022 | $832,888 | +92.8% | 20,255 | +108.4% | 0.34% | +71.6% |
| Q2 2022 | $432,000 | -26.4% | 9,717 | -13.0% | 0.20% | -28.0% |
| Q1 2022 | $587,000 | – | 11,165 | – | 0.28% | – |
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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% |