Latest Institutional Transactions on American Centy ETF Tr Diversif (TAXF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 3.25% |
$217K - $224K
|
138K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
503+ 3.1% |
$25.1K - $25.9K
|
16.7K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.66M - $1.71M
|
33.2K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133+ 0.17% |
$6.64K - $6.84K
|
78.6K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.85K+ 44.19% |
$92.4K - $95.2K
|
6.04K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
629New |
$31.4K - $32.4K
|
629
$31.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 1.16% |
$549 - $566
|
934
$46.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.89K+ 5.3% |
$294K - $303K
|
117K
$5.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$5.21M - $5.36M
|
104K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.53% |
$2.1K - $2.16K
|
7.84K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
76.3K+ 7.95% |
$3.81M - $3.93M
|
1.04M
$52.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
569+ 0.54% |
$28.4K - $29.3K
|
105K
$5.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.1K- 2.65% |
$55K - $56.7K
|
40.4K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82+ 1.12% |
$4.1K - $4.22K
|
7.39K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
184K+ 1317.56% |
$9.19M - $9.47M
|
198K
$9.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 13.27% |
$332K - $342K
|
56.7K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 1.07% |
$109K - $112K
|
206K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 11.13% |
$111K - $114K
|
17.7K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-229- 2.06% |
$11.4K - $11.8K
|
10.9K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$96.4K - $99.3K
|
1.93K
$97K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.87K- 5.78% |
$193K - $199K
|
63.1K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.32K- 17.86% |
$316K - $325K
|
29.1K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 6.29% |
$172K - $177K
|
58.1K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-250- 5.72% |
$12.5K - $12.9K
|
4.12K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-73- 1.47% |
$3.65K - $3.76K
|
4.9K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-403- 3.29% |
$20.1K - $20.7K
|
11.8K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.05% |
$84.5K - $87K
|
57.2K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-118- 2.14% |
$5.89K - $6.07K
|
5.4K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
109K+ 21.47% |
$5.46M - $5.63M
|
619K
$31.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67.2K+ 173.78% |
$3.36M - $3.46M
|
106K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.19K- 7.66% |
$59.5K - $61.3K
|
14.4K
$722K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
36.9K+ 9.64% |
$1.84M - $1.9M
|
420K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.17K+ 3.23% |
$58.6K - $60.3K
|
37.5K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61K+ 33.55% |
$130K - $134K
|
10.4K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.86K- 27.08% |
$92.8K - $95.6K
|
5.01K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.32K+ 6.02% |
$166K - $171K
|
58.4K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
197+ 1.47% |
$9.84K - $10.1K
|
13.6K
$686K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.7K+ 417.2% |
$1.64M - $1.68M
|
40.6K
$2.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
75+ 0.15% |
$3.76K - $3.86K
|
48.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89- 1.78% |
$4.46K - $4.58K
|
4.92K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 21.52% |
$71.4K - $73.2K
|
8.03K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-955- 1.59% |
$47.9K - $49.1K
|
59K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156- 0.2% |
$7.82K - $8.02K
|
76.6K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$185K - $190K
|
3.69K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
607+ 14.73% |
$30.4K - $31.2K
|
4.73K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.6K+ 36.44% |
$4.75M - $4.87M
|
354K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-171- 1.39% |
$8.58K - $8.79K
|
12.2K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-319- 1.71% |
$16K - $16.4K
|
18.3K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101- 0.43% |
$5.07K - $5.19K
|
23.5K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-168- 1.44% |
$8.43K - $8.64K
|
11.5K
$578K
|
|