Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19K+ 3.06% |
$933K - $964K
|
638K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.5K+ 2.75% |
$567K - $586K
|
431K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.84K+ 42.77% |
$287K - $297K
|
19.5K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.78K+ 4.4% |
$137K - $141K
|
65.8K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.1K+ 17.74% |
$103K - $107K
|
13.9K
$671K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.07K+ 1.96% |
$102K - $105K
|
108K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
788New |
$38.8K - $40.1K
|
788
$38K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137- 2.74% |
$6.74K - $6.97K
|
4.87K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.98K- 19.0% |
$97.2K - $100K
|
8.43K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.62K- 16.22% |
$178K - $184K
|
18.7K
$901K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.92K- 33.8% |
$242K - $250K
|
9.63K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.55K- 38.58% |
$273K - $282K
|
8.83K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.91K- 6.46% |
$291K - $300K
|
85.5K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.76K- 38.1% |
$332K - $344K
|
11K
$529K
|