J.W. Cole Advisors, Inc. American Centy ETF Tr Mid Cap Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$48.31 - $57.78 $1,062 - $1,271	22 Added 0.51%	4,377 $252,000
Q4 2023 Jan 31, 2024	BUY	$40.82 - $51.07 $177,771 - $222,409	4,355 New	4,355 $220,000

Others Institutions Holding MID

# of Institutions

17

Shares Held

969K

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

748K
Shares

$49.8 Million
0.01% of portfolio
Sunpointe, LLC St. Louis, MO

75.3K
Shares

$5.01 Million
2.27% of portfolio
Impact Investors, Inc San Francisco, CA

52.6K
Shares

$3.5 Million
2.32% of portfolio
Mml Investors Services, LLC Springfield, MA

39.7K
Shares

$2.64 Million
0.01% of portfolio
Brinker Capital Investments, LLC

12.1K
Shares

$807,830
0.01% of portfolio

About AMERICAN CENTY ETF TR MID CAP

Ticker MID
Sector Technology

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.