American Centy ETF Tr Diversif TAXF

TAXF Quotes by TradingView
Institutional shares held 8.39 Million
0 calls
0 puts
Total value of holdings $410M
$0 calls
$0 puts
# of Institutions 99

Quarterly Institutional Activity in TAXF

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Shares Sold
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Top Institutions Holding TAXF

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Latest Institutional Activity in TAXF

Top Purchases

Q1 2025
Cwm, LLC Shares Held: 1.08M ($52.8M)
44.6K Shares purchased
4.3% Added
Q1 2025
Cx Institutional Shares Held: 638K ($31.2M)
19K Shares purchased
3.06% Added
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 15.1K ($737K)
15.1K Shares purchased
New Holding
Q1 2025
Goldstein Advisors, LLC Shares Held: 431K ($21.1M)
11.5K Shares purchased
2.75% Added
Q1 2025
E Rn Financial, LLC Shares Held: 19.5K ($952K)
5.84K Shares purchased
42.77% Added
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Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.88M ($91.9M)
64.7K Shares sold
3.33% Reduced
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 112K ($5.46M)
16.2K Shares sold
12.65% Reduced
Q1 2025
Mutual Advisors, LLC Shares Held: 29.8K ($1.46M)
7.68K Shares sold
20.47% Reduced
Q1 2025
Good Life Advisors, LLC Shares Held: 11K ($536K)
6.76K Shares sold
38.1% Reduced
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 85.5K ($4.18M)
5.91K Shares sold
6.46% Reduced
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About TAXF

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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