Latest Institutional Transactions on American Centy ETF Tr Focused (FLV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Focused (FLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.32K- 3.19% |
$82.8K - $92.6K
|
40.2K
$2.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.4K+ 34.47% |
$1.15M - $1.29M
|
71.7K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-273- 0.3% |
$17.1K - $19.1K
|
91.6K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.35K- 30.76% |
$397K - $444K
|
14.3K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
276New |
$17.3K - $19.3K
|
276
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 545.83% |
$90.2K - $101K
|
1.71K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.95KNew |
$623K - $696K
|
9.95K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 0.31% |
$438 - $490
|
2.3K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
206+ 6.32% |
$12.9K - $14.4K
|
3.47K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.13K+ 1.87% |
$70.5K - $78.8K
|
61.4K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-13.3K- 1.26% |
$830K - $928K
|
1.04M
$69.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
81+ 0.43% |
$5.07K - $5.67K
|
18.8K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.58KNew |
$224K - $250K
|
3.58K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-72.1K- 95.1% |
$4.51M - $5.04M
|
3.71K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.7K- 10.21% |
$4.43M - $4.95M
|
622K
$41.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.62K- 6.46% |
$227K - $253K
|
52.4K
$3.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 29.66% |
$67.6K - $75.6K
|
4.73K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
550+ 2.93% |
$34.4K - $38.5K
|
19.4K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.67KNew |
$230K - $257K
|
3.67K
$248K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.34K- 25.11% |
$83.7K - $93.6K
|
3.99K
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
16.4K+ 71.08% |
$1.03M - $1.15M
|
39.5K
$2.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.81K+ 4.4% |
$176K - $197K
|
66.7K
$4.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.29KNew |
$331K - $370K
|
5.29K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.05KNew |
$191K - $213K
|
3.05K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.7K- 4.89% |
$1.86M - $2.08M
|
578K
$39M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-337- 3.68% |
$21.1K - $23.6K
|
8.82K
$595K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.98K+ 5.01% |
$122K - $130K
|
41.5K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-254- 6.97% |
$15.7K - $16.7K
|
3.39K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-228K- 95.67% |
$14.1M - $15M
|
10.3K
$696K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-758- 17.31% |
$46.3K - $49.2K
|
3.62K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
390+ 7.3% |
$23.8K - $25.3K
|
5.73K
$387K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.02KNew |
$246K - $261K
|
4.02K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$524K - $557K
|
8.58K
$578K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.81KNew |
$374K - $417K
|
6.81K
$459K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
580New |
$31.8K - $35.5K
|
580
$39.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-156- 2.86% |
$8.88K - $9.53K
|
5.3K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-20- 0.21% |
$1.14K - $1.22K
|
9.46K
$638K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-6.57K- 4.09% |
$374K - $401K
|
154K
$10.4M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 53.32% |
$1.84M - $1.95M
|
28.5K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
248New |
$14.1K - $14.8K
|
248
$16.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-18.4K- 76.76% |
$1.04M - $1.1M
|
5.58K
$376K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43+ 3.42% |
$2.29K - $2.66K
|
1.3K
$87.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
480New |
$25.6K - $29.7K
|
480
$32.4K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.96KClosed |
$107K - $124K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-925Closed |
$54.4K - $57.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-231KClosed |
$13.6M - $14.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.35KClosed |
$549K - $584K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1.4K+ 16.09% |
$82.3K - $87.5K
|
10.1K
$681K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.58KClosed |
$268K - $284K
|
0
$0
|
|