Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
197+ 1.47% |
$9.84K - $10.1K
|
13.6K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
162+ 1.41% |
$8.09K - $8.33K
|
11.7K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133+ 0.17% |
$6.64K - $6.84K
|
78.6K
$3.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82+ 1.12% |
$4.1K - $4.22K
|
7.39K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 1.16% |
$549 - $566
|
934
$46.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.53% |
$2.1K - $2.16K
|
7.84K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45- 0.15% |
$2.25K - $2.31K
|
29K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-73- 1.47% |
$3.65K - $3.76K
|
4.9K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-118- 2.14% |
$5.89K - $6.07K
|
5.4K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-229- 2.06% |
$11.4K - $11.8K
|
10.9K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-250- 5.72% |
$12.5K - $12.9K
|
4.12K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-403- 3.29% |
$20.1K - $20.7K
|
11.8K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 19.62% |
$52.2K - $53.8K
|
4.28K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.1K- 6.02% |
$55K - $56.6K
|
17.2K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.1K- 2.65% |
$55K - $56.7K
|
40.4K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.19K- 7.66% |
$59.5K - $61.3K
|
14.4K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.86K- 27.08% |
$92.8K - $95.6K
|
5.01K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.91K- 6.0% |
$95.3K - $98.2K
|
29.9K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 11.13% |
$111K - $114K
|
17.7K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 75.73% |
$139K - $144K
|
895
$44.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.87K- 5.78% |
$193K - $199K
|
63.1K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.91K- 4.11% |
$195K - $201K
|
91.4K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.32K- 17.86% |
$316K - $325K
|
29.1K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.78K- 20.05% |
$488K - $503K
|
39K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 7.92% |
$549K - $565K
|
128K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.9K- 98.27% |
$1.99M - $2.05M
|
703
$35.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.2K- 3.05% |
$3.06M - $3.15M
|
1.95M
$97.6M
|