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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 1.16% |
$549 - $566
|
934
$46.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
629New |
$31.4K - $32.4K
|
629
$31.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.53% |
$2.1K - $2.16K
|
7.84K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.1K- 2.65% |
$55K - $56.7K
|
40.4K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
76.3K+ 7.95% |
$3.81M - $3.93M
|
1.04M
$51.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
569+ 0.54% |
$28.4K - $29.3K
|
105K
$5.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
184K+ 1317.56% |
$9.19M - $9.47M
|
198K
$9.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82+ 1.12% |
$4.1K - $4.22K
|
7.39K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 11.13% |
$111K - $114K
|
17.7K
$883K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 1.07% |
$109K - $112K
|
206K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 13.27% |
$332K - $342K
|
56.7K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-229- 2.06% |
$11.4K - $11.8K
|
10.9K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$96.4K - $99.3K
|
1.93K
$96.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.87K- 5.78% |
$193K - $199K
|
63.1K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.32K- 17.86% |
$316K - $325K
|
29.1K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-73- 1.47% |
$3.65K - $3.76K
|
4.9K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-250- 5.72% |
$12.5K - $12.9K
|
4.12K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 6.29% |
$172K - $177K
|
58.1K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-403- 3.29% |
$20.1K - $20.7K
|
11.8K
$589K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.05% |
$84.5K - $87K
|
57.2K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-118- 2.14% |
$5.89K - $6.07K
|
5.4K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.19K- 7.66% |
$59.5K - $61.3K
|
14.4K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67.2K+ 173.78% |
$3.36M - $3.46M
|
106K
$5.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
109K+ 21.47% |
$5.46M - $5.63M
|
619K
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.17K+ 3.23% |
$58.6K - $60.3K
|
37.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
36.9K+ 9.64% |
$1.84M - $1.9M
|
420K
$20.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.86K- 27.08% |
$92.8K - $95.6K
|
5.01K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61K+ 33.55% |
$130K - $134K
|
10.4K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
197+ 1.47% |
$9.84K - $10.1K
|
13.6K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.32K+ 6.02% |
$166K - $171K
|
58.4K
$2.91M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.46K+ 42.29% |
$73.1K - $74.9K
|
4.9K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-663- 99.85% |
$33.3K - $34.1K
|
1
$49.8
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$58.9K - $60.4K
|
1.18K
$58.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 37.86% |
$8.53K - $8.74K
|
279
$13.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
999New |
$50.1K - $51.4K
|
999
$49.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88K+ 8.39% |
$495K - $508K
|
128K
$6.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-7K- 23.87% |
$351K - $360K
|
22.3K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.57K+ 36.39% |
$279K - $286K
|
20.9K
$1.04M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87KNew |
$242K - $246K
|
4.87K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18KNew |
$307K - $312K
|
6.18K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9K+ 22.05% |
$447K - $455K
|
49.8K
$2.48M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 99.79% |
$121K - $123K
|
5
$249
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23- 0.24% |
$1.16K - $1.18K
|
9.61K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93K+ 1.49% |
$97.2K - $98.6K
|
132K
$6.55M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-965- 10.69% |
$48.6K - $49.3K
|
8.06K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.22K+ 517.02% |
$61.2K - $62.1K
|
1.45K
$72.2K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29K- 21.45% |
$65.1K - $66K
|
4.73K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 3.92% |
$27.1K - $27.5K
|
14.3K
$711K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 1.22% |
$3.78K - $3.83K
|
6.25K
$311K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68KNew |
$79.2K - $85.6K
|
1.68K
$83.5K
|
|