AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072356. A total of 2 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,208,402 | -6.9% | 271,717 | +1.5% | 6.02% | -9.2% |
| Q2 2023 | $10,963,849 | +7.2% | 267,803 | +8.5% | 6.63% | -0.2% |
| Q1 2023 | $10,231,451 | +245.7% | 246,779 | +242.9% | 6.64% | +231.4% |
| Q4 2022 | $2,959,688 | +258.3% | 71,977 | +239.7% | 2.00% | +188.8% |
| Q3 2022 | $826,000 | -31.1% | 21,187 | -21.4% | 0.69% | -30.9% |
| Q2 2022 | $1,198,000 | -8.9% | 26,959 | +7.8% | 1.00% | -4.8% |
| Q1 2022 | $1,315,000 | – | 25,009 | – | 1.06% | – |
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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% |