Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 7.9% |
$6.55M - $6.65M
|
1.78M
$88.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
111K+ 28.02% |
$5.58M - $5.66M
|
506K
$25.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.7K+ 1716.39% |
$4.82M - $4.89M
|
101K
$5.07M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.9K+ 70.16% |
$4.63M - $4.7M
|
223K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.9K+ 70.16% |
$4.63M - $4.7M
|
223K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.8K+ 391.14% |
$4.37M - $4.44M
|
109K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
75.2K+ 122.01% |
$3.78M - $3.84M
|
137K
$6.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
49.1K+ 7.18% |
$2.47M - $2.51M
|
733K
$36.7M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
40.8KNew |
$2.05M - $2.09M
|
40.8K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 9.69% |
$1.77M - $1.79M
|
397K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.6K+ 920066.69% |
$1.39M - $1.41M
|
27.6K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 123.22% |
$1.3M - $1.32M
|
46.7K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.4KNew |
$1.28M - $1.3M
|
25.4K
$1.27M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 97.92% |
$1.16M - $1.18M
|
46.7K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21.4K+ 6.68% |
$1.08M - $1.09M
|
342K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5K+ 45.37% |
$729K - $740K
|
46.4K
$2.32M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.1K+ 14.88% |
$712K - $722K
|
109K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 26.45% |
$538K - $546K
|
51.1K
$2.56M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$528K - $536K
|
10.5K
$525K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.51K+ 36.64% |
$479K - $486K
|
35.5K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.74K+ 36.32% |
$390K - $395K
|
29K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.74K+ 16.56% |
$289K - $293K
|
40.4K
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.61K+ 13.61% |
$282K - $287K
|
46.8K
$2.34M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.46K+ 25.82% |
$275K - $279K
|
26.6K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.06K+ 10.32% |
$204K - $207K
|
43.4K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.96K+ 60.27% |
$199K - $202K
|
10.5K
$527K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.59K+ 9.35% |
$181K - $184K
|
42K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.38K+ 7.92% |
$170K - $173K
|
46K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.28K+ 4.75% |
$115K - $117K
|
50.2K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.27K+ 3.9% |
$114K - $116K
|
60.5K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93K+ 1.49% |
$97.2K - $98.6K
|
132K
$6.59M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 29.44% |
$81K - $82.2K
|
7.07K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.44K+ 1.97% |
$72.7K - $73.8K
|
74.9K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.27K+ 8.66% |
$63.8K - $64.8K
|
15.9K
$796K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.22K+ 517.02% |
$61.2K - $62.1K
|
1.45K
$72.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.09K+ 1.7% |
$54.6K - $55.5K
|
65K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
973+ 9.53% |
$49K - $49.7K
|
11.2K
$560K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
863+ 7.89% |
$43.5K - $44.1K
|
11.8K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
748+ 0.9% |
$37.7K - $38.2K
|
83.8K
$4.19M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
661+ 14.76% |
$33.3K - $33.8K
|
5.14K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
605+ 2.15% |
$30.5K - $30.9K
|
28.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600+ 4.44% |
$30.2K - $30.7K
|
14.1K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 3.92% |
$27.1K - $27.5K
|
14.3K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
449New |
$22.6K - $22.9K
|
449
$22.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
365+ 4.85% |
$18.4K - $18.7K
|
7.9K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
346New |
$17.4K - $17.7K
|
346
$17.3K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
276+ 1.96% |
$13.9K - $14.1K
|
14.4K
$719K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
138+ 0.46% |
$6.95K - $7.05K
|
29.9K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
102+ 0.49% |
$5.14K - $5.21K
|
20.9K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 1.22% |
$3.78K - $3.83K
|
6.25K
$313K
|