AMERICAN CENTY ETF TR's ticker is ESGA and the CUSIP is 025072752.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $191,592 | -13.1% | 3,600 | -9.8% | 0.15% | -12.6% |
Q2 2023 | $220,443 | +9.1% | 3,992 | +1.6% | 0.17% | +1.8% |
Q1 2023 | $202,017 | -1.3% | 3,928 | -7.6% | 0.16% | -7.9% |
Q4 2022 | $204,703 | +8.9% | 4,251 | 0.0% | 0.18% | +0.6% |
Q3 2022 | $188,000 | -4.6% | 4,251 | 0.0% | 0.18% | -2.7% |
Q2 2022 | $197,000 | -17.6% | 4,251 | 0.0% | 0.18% | -3.7% |
Q1 2022 | $239,000 | -8.1% | 4,251 | -1.5% | 0.19% | -10.4% |
Q4 2021 | $260,000 | – | 4,314 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stone Asset Management Inc. | 13,707 | $770,000 | 0.43% |
Aspire Wealth Management Corp | 4,251 | $239,000 | 0.19% |
GREENUP STREET WEALTH MANAGEMENT LLC | 5,060 | $284,000 | 0.16% |
Fortitude Advisory Group L.L.C. | 4,805 | $270,000 | 0.14% |
CRA Financial Services, LLC | 4,055 | $228,000 | 0.07% |
SeaCrest Wealth Management, LLC | 9,622 | $540,000 | 0.06% |
ENVESTNET ASSET MANAGEMENT INC | 2,070,345 | $116,268,000 | 0.06% |
Joseph P. Lucia & Associates, LLC | 1,484 | $83,000 | 0.05% |
FINANCIAL COUNSELORS INC | 9,137 | $513,000 | 0.01% |
MML INVESTORS SERVICES, LLC | 3,612 | $203,000 | 0.00% |