Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.78MNew |
$83.1M - $94.9M
|
1.78M
$110M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.8K+ 11.25% |
$1.81M - $2.06M
|
384K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.21KNew |
$289K - $330K
|
6.21K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.42K+ 60.2% |
$253K - $289K
|
14.4K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.78K+ 0.64% |
$223K - $254K
|
754K
$46.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46K+ 88.26% |
$68K - $77.6K
|
3.11K
$191K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
650New |
$30.3K - $34.6K
|
650
$40K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
585+ 12.25% |
$27.2K - $31.1K
|
5.36K
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
411New |
$19.1K - $21.9K
|
411
$25.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
98New |
$4.56K - $5.21K
|
98
$6.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
97+ 1.61% |
$4.52K - $5.16K
|
6.11K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.07% |
$93.2 - $106
|
3.04K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20- 0.33% |
$932 - $1.06K
|
6.08K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-265- 2.12% |
$12.3K - $14.1K
|
12.2K
$753K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-357- 3.22% |
$16.6K - $19K
|
10.7K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-379- 1.32% |
$17.7K - $20.2K
|
28.3K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-529- 29.42% |
$24.6K - $28.1K
|
1.27K
$78.1K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-869- 3.03% |
$40.5K - $46.2K
|
27.8K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-964- 8.13% |
$44.9K - $51.3K
|
10.9K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 10.78% |
$52.6K - $60.1K
|
9.35K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.52K- 3.15% |
$70.9K - $81K
|
46.8K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.31K- 6.19% |
$341K - $389K
|
111K
$6.82M
|