AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072364.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,915 | -1.0% | 10,696 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $520,129 | +2.8% | 10,696 | +1.9% | 0.06% | -3.0% |
| Q1 2023 | $505,968 | +6.8% | 10,499 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $473,630 | +42.2% | 10,499 | +19.9% | 0.07% | +26.9% |
| Q3 2022 | $333,000 | -10.5% | 8,753 | 0.0% | 0.05% | -7.1% |
| Q2 2022 | $372,000 | -13.5% | 8,753 | +2.1% | 0.06% | -8.2% |
| Q1 2022 | $430,000 | -0.9% | 8,574 | 0.0% | 0.06% | +7.0% |
| Q4 2021 | $434,000 | – | 8,574 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDMONT WEALTH ADVISORS LLC | 41,074 | $1,977,418 | 3.47% |
| Allegiance Financial Group Advisory Services LLC | 125,219 | $6,028,377 | 3.40% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 143,305 | $6,899,061 | 3.03% |
| BAYSHORE ASSET MANAGEMENT, LLC | 101,393 | $4,881,289 | 2.86% |
| Northland Capital Management LLC | 80,548 | $3,877,761 | 2.62% |
| BlackDiamond Wealth Management, LLC | 45,657 | $2,112,549 | 1.91% |
| ATWOOD & PALMER INC | 351,958 | $16,944,115 | 1.48% |
| FAS Wealth Partners, Inc. | 248,658 | $11,971,019 | 1.28% |
| Cypress Point Wealth Management, LLC | 27,249 | $1,311,835 | 1.15% |
| Altiora Financial Group, LLC | 38,719 | $1,864,051 | 0.87% |