Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
144KNew |
$8.58M - $9.26M
|
144K
$8.72M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 34.81% |
$2.24M - $2.42M
|
145K
$8.82M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36.1K+ 6.86% |
$2.16M - $2.32M
|
562K
$34.1M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.5K+ 82.11% |
$1.17M - $1.26M
|
43.3K
$2.63M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 1449.51% |
$792K - $854K
|
14.2K
$860K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
7.94K+ 15.48% |
$474K - $511K
|
59.2K
$3.59M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.98K+ 0.51% |
$238K - $256K
|
784K
$47.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 71.04% |
$164K - $177K
|
6.61K
$401K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.15K+ 69.78% |
$128K - $138K
|
5.22K
$317K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.82K+ 50.82% |
$109K - $117K
|
5.41K
$328K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
729+ 145.8% |
$43.5K - $46.9K
|
1.23K
$74.5K
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
219+ 1.66% |
$13.1K - $14.1K
|
13.4K
$812K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
164+ 1.76% |
$9.79K - $10.6K
|
9.49K
$575K
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
17+ 0.0% |
$1.01K - $1.09K
|
1.51M
$91.4M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-24- 0.32% |
$1.43K - $1.54K
|
7.43K
$451K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-96- 1.66% |
$5.73K - $6.18K
|
5.69K
$345K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.15K- 21.71% |
$188K - $203K
|
11.4K
$689K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.1K- 7.95% |
$1.2M - $1.3M
|
233K
$14.1M
|