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 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.1K- 6.02% |
$55K - $56.6K
|
17.2K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
11.6KNew |
$579K - $596K
|
11.6K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.91K- 4.11% |
$195K - $201K
|
91.4K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 2.03% |
$77.7K - $80K
|
78.2K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
767+ 6.44% |
$38.3K - $39.5K
|
12.7K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 75.73% |
$139K - $144K
|
895
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.91K- 6.0% |
$95.3K - $98.2K
|
29.9K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.58KNew |
$328K - $338K
|
6.58K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
274+ 1.17% |
$13.7K - $14.1K
|
23.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.37KNew |
$218K - $225K
|
4.37K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
401+ 8.48% |
$20K - $20.6K
|
5.13K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.7K+ 16.56% |
$2.93M - $3.02M
|
413K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.3K+ 104.81% |
$966K - $995K
|
37.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.2K+ 10.28% |
$310K - $319K
|
66.5K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
107KNew |
$5.35M - $5.51M
|
107K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.7KNew |
$4.03M - $4.15M
|
80.7K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.54K+ 29.13% |
$177K - $182K
|
15.7K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
162+ 1.41% |
$8.09K - $8.33K
|
11.7K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 7.92% |
$549K - $565K
|
128K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$82K - $84.4K
|
1.64K
$82.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.93K+ 8.35% |
$246K - $254K
|
64K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45- 0.15% |
$2.25K - $2.31K
|
29K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 19.62% |
$52.2K - $53.8K
|
4.28K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12K+ 15.37% |
$599K - $617K
|
90.1K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
19.8KNew |
$989K - $1.02M
|
19.8K
$997K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
938+ 8.44% |
$46.8K - $48.3K
|
12.1K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
512+ 10.4% |
$25.6K - $26.3K
|
5.44K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.78K- 20.05% |
$488K - $503K
|
39K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.2K- 3.05% |
$3.06M - $3.15M
|
1.95M
$98M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.9KNew |
$1.69M - $1.74M
|
33.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.53K+ 31.5% |
$126K - $130K
|
10.6K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 15.44% |
$162K - $167K
|
24.3K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.9K- 98.27% |
$1.99M - $2.05M
|
703
$35.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.75K+ 2.44% |
$187K - $193K
|
157K
$7.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.84KNew |
$142K - $146K
|
2.84K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 10.17% |
$2.56M - $2.64M
|
556K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.67K+ 25.11% |
$83.3K - $85.9K
|
8.32K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 15.57% |
$550K - $566K
|
81.7K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 5.01% |
$255K - $263K
|
107K
$5.4M
|
|
|
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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133+ 0.17% |
$6.64K - $6.84K
|
78.6K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.66M - $1.71M
|
33.2K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
503+ 3.1% |
$25.1K - $25.9K
|
16.7K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 3.25% |
$217K - $224K
|
138K
$6.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
629New |
$31.4K - $32.4K
|
629
$31.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 1.16% |
$549 - $566
|
934
$47K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.89K+ 5.3% |
$294K - $303K
|
117K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$5.21M - $5.36M
|
104K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.53% |
$2.1K - $2.16K
|
7.84K
$395K
|