Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA) during Q2 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR SUSTAINA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
722K+ 29.79% |
$44.8M - $48.9M
|
3.15M
$218M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.1K+ 5.3% |
$749K - $817K
|
240K
$16.6M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.54KNew |
$281K - $307K
|
4.54K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 46.98% |
$101K - $110K
|
5.09K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$78.8K - $86K
|
1.27K
$87.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
993New |
$61.6K - $67.2K
|
993
$68.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
935+ 3.7% |
$58K - $63.3K
|
26.2K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
634+ 2.59% |
$39.3K - $42.9K
|
25.1K
$1.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
332+ 2.27% |
$20.6K - $22.5K
|
15K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 9.35% |
$18.6K - $20.3K
|
3.51K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52New |
$3.22K - $3.52K
|
52
$3.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.19% |
$434 - $474
|
3.72K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40- 1.04% |
$2.48K - $2.71K
|
3.8K
$263K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-250- 5.08% |
$15.5K - $16.9K
|
4.68K
$323K
|