AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 184 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $895,904 | -6.5% | 14,257 | -4.4% | 0.42% | -11.3% |
Q1 2024 | $957,856 | +15.6% | 14,906 | -5.2% | 0.48% | -3.8% |
Q4 2023 | $828,545 | 0.0% | 15,728 | 0.0% | 0.50% | -30.6% |
Q3 2023 | $828,545 | -1.0% | 15,728 | +0.3% | 0.72% | +1.6% |
Q2 2023 | $836,628 | +4.7% | 15,682 | +0.3% | 0.70% | -3.7% |
Q1 2023 | $799,204 | – | 15,637 | – | 0.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridgewater Advisors Inc. | 818,532 | $36,359,000 | 10.06% |
Fortress Wealth Management, Inc. | 172,273 | $7,652,000 | 7.77% |
Pure Financial Advisors, LLC | 1,873,790 | $83,234,000 | 4.84% |
Merriman Wealth Management, LLC | 1,654,559 | $73,496,000 | 4.82% |
JRM Investment Counsel, LLC | 238,772 | $10,606,000 | 4.52% |
BSW Wealth Partners | 381,134 | $16,930,000 | 4.16% |
Nova R Wealth, Inc. | 95,602 | $4,247,000 | 3.46% |
Beaird Harris Wealth Management, LLC | 139,425 | $6,193,000 | 1.36% |
Strategic Blueprint, LLC | 255,053 | $11,329,000 | 1.36% |
Waypoint Capital Advisors, LLC | 58,942 | $2,617,000 | 1.14% |