Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Diversif (TAXF)

TAXF Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q2 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
159K
+ 8.97%
$7.93M - $8.06M
1.94M $97.9M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
45.9K
+ 324.99%
$2.28M - $2.32M
60K $3.03M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
36.9K
+ 16.53%
$1.83M - $1.86M
260K $13.1M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
36.9K
+ 16.53%
$1.83M - $1.86M
260K $13.1M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
35.1K
+ 32.17%
$1.75M - $1.77M
144K $7.3M
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
33.6K
+ 4.58%
$1.67M - $1.7M
767K $38.8M
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
20.9K
+ 6.11%
$1.04M - $1.06M
363K $18.4M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
16.7K
+ 36.1%
$833K - $846K
63.1K $3.19M
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
15.9K
+ 44.95%
$793K - $806K
51.4K $2.6M
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
15.4K
+ 25.09%
$766K - $779K
76.8K $3.88M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
10K
+ 39.01%
$497K - $505K
35.6K $1.8M
Aug 02, 2024 Q2 2024
Arq Wealth Advisors, LLC

BUY
 -
9K
+ 22.05%
$447K - $455K
49.8K $2.52M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
8.36K
+ 20.7%
$416K - $423K
48.8K $2.47M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
8.11K
+ 9.68%
$403K - $410K
91.9K $4.65M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.25K
New
$361K - $366K
7.25K $367K
Aug 15, 2024 Q2 2024
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
7.25K
+ 16.72%
$360K - $366K
50.6K $2.56M
Aug 08, 2024 Q2 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
7.05K
+ 5.15%
$350K - $356K
144K $7.27M
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.18K
New
$307K - $312K
6.18K $312K
Jul 25, 2024 Q2 2024
Landmark Wealth Management, LLC

BUY
 -
5.05K
+ 10.05%
$251K - $255K
55.3K $2.8M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.93K
+ 4.87%
$245K - $249K
106K $5.37M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
4.92K
New
$245K - $249K
4.92K $249K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.87K
New
$242K - $246K
4.87K $247K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.77K
+ 45.26%
$237K - $241K
15.3K $774K
Aug 13, 2024 Q2 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
4.12K
New
$205K - $208K
4.12K $208K
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
3.86K
+ 8.39%
$192K - $195K
49.8K $2.52M
Aug 14, 2024 Q2 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
3.74K
+ 52.89%
$186K - $189K
10.8K $547K
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
3.45K
+ 30.95%
$172K - $175K
14.6K $739K
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.27K
+ 11.27%
$163K - $165K
32.3K $1.63M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.16K
+ 0.8%
$157K - $160K
400K $20.3M
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.39K
+ 14.74%
$119K - $121K
18.6K $941K
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.33K
+ 3.12%
$116K - $118K
77.2K $3.9M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
1.69K
+ 1.6%
$84.2K - $85.6K
107K $5.43M
Aug 07, 2024 Q2 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
1.26K
+ 1.94%
$62.7K - $63.7K
66.2K $3.35M
Jul 30, 2024 Q2 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
1.19K
+ 2.83%
$59.2K - $60.1K
43.2K $2.19M
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
882
+ 2.95%
$43.9K - $44.6K
30.8K $1.56M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
663
+ 66300.0%
$33K - $33.5K
664 $33.6K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
468
+ 1.63%
$23.3K - $23.7K
29.2K $1.48M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
424
+ 89.26%
$21.1K - $21.4K
899 $45.5K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
386
+ 1.84%
$19.2K - $19.5K
21.3K $1.08M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
163
+ 1.46%
$8.11K - $8.24K
11.3K $574K
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
98
+ 0.8%
$4.87K - $4.95K
12.3K $623K
Jul 17, 2024 Q2 2024
Good Life Advisors, LLC

BUY
 -
88
+ 0.33%
$4.38K - $4.45K
26.7K $1.35M
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 24, 2024 Q2 2024
Mc Adam, LLC

SELL
 -
-32
- 0.71%
$1.59K - $1.62K
4.46K $226K
Jul 23, 2024 Q2 2024
Private Trust CO Na

SELL
 -
-44
- 0.56%
$2.19K - $2.22K
7.85K $397K
Jul 19, 2024 Q2 2024
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-79
- 1.54%
$3.93K - $3.99K
5.06K $256K
Jul 10, 2024 Q2 2024
First Affirmative Financial Network

SELL
 -
-102
- 0.86%
$5.07K - $5.16K
11.7K $592K
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-513
- 0.85%
$25.5K - $25.9K
60K $3.03M
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

SELL
 -
-520
- 3.62%
$25.9K - $26.3K
13.8K $700K

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