AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 77 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 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% |