GEM Asset Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 68 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GEM Asset Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$2,755,059
+12.9%
57,457
+17.8%
2.18%
+15.8%
Q2 2023$2,439,406
-0.8%
48,788
-0.2%
1.88%
-5.3%
Q1 2023$2,460,187
-1.9%
48,862
-4.7%
1.99%
-7.4%
Q4 2022$2,507,93951,2562.15%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
ERn Financial, LLC 148,819$7,417,0001.81%
OneDigital Investment Advisors LLC 783,659$39,058,0001.68%
CX Institutional 345,482$17,219,0001.30%
CNB Bank 38,195$1,904,0001.23%
SFG Wealth Management, LLC. 19,342$964,0001.12%
Fortitude Advisory Group L.L.C. 23,267$1,160,0001.06%
First Affirmative Financial Network 15,926$794,0000.90%
Fortune 45 LLC 10,731$534,0000.61%
3D/L Capital Management, LLC 41,837$2,085,0000.58%
Stewardship Advisors, LLC 27,165$1,354,0000.57%
View complete list of AMERICAN CENTY ETF TR shareholders