Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA) during Q4 2021. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR SUSTAINA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
83.6KNew |
$4.53M - $5.08M
|
83.6K
$5.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
13.7KNew |
$741K - $830K
|
13.7K
$953K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
8.73KNew |
$473K - $530K
|
8.73K
$608K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.81KNew |
$260K - $292K
|
4.81K
$335K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.31KNew |
$234K - $262K
|
4.31K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.85KNew |
$209K - $234K
|
3.85K
$268K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3.38KNew |
$183K - $205K
|
3.38K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 17600.0% |
$85.9K - $96.1K
|
1.59K
$111K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-50- 50.0% |
$2.71K - $3.04K
|
50
$3.48K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-424- 1.36% |
$23K - $25.7K
|
30.7K
$2.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.48KClosed |
$80.4K - $90.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.94KClosed |
$322K - $361K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.8K- 1.13% |
$1.45M - $1.63M
|
2.36M
$164M
|