Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Stoxx Us (VALQ)
This table provides information about the institutional ownership of American Centy ETF Tr Stoxx Us (VALQ) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR STOXX US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
177KNew |
$8.1M - $8.96M
|
177K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.6K+ 7.78% |
$943K - $1.04M
|
286K
$17.6M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.5KNew |
$297K - $329K
|
6.5K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.69K+ 14.0% |
$260K - $288K
|
46.3K
$2.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.86K+ 35.51% |
$222K - $246K
|
18.5K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.29K+ 15.86% |
$196K - $217K
|
31.3K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.53K+ 0.17% |
$161K - $179K
|
2.12M
$130M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.06KNew |
$140K - $155K
|
3.06K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.57K+ 22.14% |
$118K - $130K
|
14.2K
$873K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
449+ 24.97% |
$20.5K - $22.7K
|
2.25K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173+ 1.61% |
$7.91K - $8.75K
|
10.9K
$670K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
140+ 2.5% |
$6.4K - $7.08K
|
5.74K
$353K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22+ 0.34% |
$1.01K - $1.11K
|
6.53K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
14+ 0.26% |
$640 - $708
|
5.46K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$45.7 - $50.6
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 16.67% |
$1.1K - $1.21K
|
120
$7.38K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-771- 9.88% |
$35.3K - $39K
|
7.03K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-854- 0.31% |
$39K - $43.2K
|
275K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.85K- 0.94% |
$313K - $346K
|
722K
$44.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.09K- 60.48% |
$324K - $358K
|
4.63K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17K- 10.66% |
$778K - $860K
|
142K
$8.77M
|