Latest Institutional Purchases of American Centy ETF Tr Sustaina (ESGA)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Sustaina (ESGA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$652K - $720K
|
10.2K
$714K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
736New |
$46.8K - $51.7K
|
736
$51.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
248New |
$15.8K - $17.4K
|
248
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10+ 0.27% |
$636 - $703
|
3.73K
$260K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
722K+ 29.79% |
$44.8M - $48.9M
|
3.15M
$219M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.1K+ 5.3% |
$749K - $817K
|
240K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$78.8K - $86K
|
1.27K
$88.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
993New |
$61.6K - $67.2K
|
993
$69.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
935+ 3.7% |
$58K - $63.3K
|
26.2K
$1.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
634+ 2.59% |
$39.3K - $42.9K
|
25.1K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
332+ 2.27% |
$20.6K - $22.5K
|
15K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 9.35% |
$18.6K - $20.3K
|
3.51K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52New |
$3.22K - $3.52K
|
52
$3.62K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.37KNew |
$489K - $551K
|
8.37K
$583K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
175New |
$8.96K - $10.4K
|
175
$12.2K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21KNew |
$64.1K - $68.9K
|
1.21K
$84K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.15KNew |
$361K - $395K
|
7.15K
$499K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.26KNew |
$265K - $290K
|
5.26K
$366K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
200New |
$8.88K - $10.2K
|
200
$13.9K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.73KNew |
$210K - $251K
|
4.73K
$330K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
460New |
$20.4K - $24.4K
|
460
$32.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
88New |
$3.9K - $4.67K
|
88
$6.13K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
244+ 2.54% |
$11K - $13.8K
|
9.87K
$688K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.48KNew |
$76.3K - $89.9K
|
1.48K
$103K
|
|
| Q4 2021 | |||||||
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.81KNew |
$260K - $292K
|
4.81K
$335K
|
|