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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
252+ 0.5% |
$15.7K - $17.6K
|
51.1K
$3.64M
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
11+ 0.13% |
$686 - $768
|
8.32K
$591K
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.24K+ 9.24% |
$327K - $366K
|
62K
$4.41M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
98+ 8.83% |
$6.44K - $6.94K
|
1.21K
$85.9K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
101New |
$6.64K - $7.15K
|
101
$7.18K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.1K+ 21.85% |
$401K - $432K
|
34K
$2.42M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06K+ 254.83% |
$69.3K - $74.7K
|
1.47K
$104K
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
130KNew |
$8.56M - $9.22M
|
130K
$9.26M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.47K- 1.5% |
$557K - $600K
|
555K
$39.4M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.1K- 17.85% |
$793K - $854K
|
55.5K
$3.95M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.79K+ 55.63% |
$249K - $268K
|
10.6K
$754K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.8K- 79.95% |
$3.73M - $4.02M
|
14.2K
$1.01M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
10+ 0.0% |
$657 - $708
|
1M
$71.4M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 143.27% |
$1.51M - $1.63M
|
39.1K
$2.78M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
101+ 2.75% |
$6.64K - $7.15K
|
3.77K
$268K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
560+ 0.84% |
$36.8K - $39.7K
|
67.5K
$4.8M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42KNew |
$422K - $455K
|
6.42K
$456K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.56K+ 13.98% |
$562K - $606K
|
69.7K
$4.96M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.05K+ 121.13% |
$463K - $499K
|
12.9K
$915K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.23K+ 6.28% |
$80.6K - $86.8K
|
20.7K
$1.47M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
729+ 1.77% |
$47.9K - $51.6K
|
42K
$2.99M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
838+ 27.03% |
$55.1K - $59.3K
|
3.94K
$280K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.01KNew |
$66.2K - $71.4K
|
1.01K
$71.7K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35K+ 0.41% |
$155K - $167K
|
574K
$40.8M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.93KNew |
$192K - $207K
|
2.93K
$208K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.45K+ 34.3% |
$95.4K - $103K
|
5.69K
$404K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
385+ 0.72% |
$25.3K - $27.3K
|
54.2K
$3.85M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64- 1.39% |
$4.21K - $4.53K
|
4.55K
$324K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-723- 22.78% |
$47.5K - $51.2K
|
2.45K
$174K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.37KNew |
$222K - $239K
|
3.37K
$240K
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-925- 10.45% |
$60.8K - $65.5K
|
7.93K
$563K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.33K- 50.22% |
$154K - $168K
|
2.31K
$164K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9New |
$595 - $647
|
9
$640
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.14K- 2.83% |
$75.1K - $81.7K
|
39K
$2.77M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5+ 0.14% |
$331 - $360
|
3.47K
$247K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 3.28% |
$6.61K - $7.19K
|
3.15K
$224K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.95KNew |
$623K - $696K
|
9.95K
$707K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-254- 6.97% |
$15.7K - $16.7K
|
3.39K
$241K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-228K- 95.67% |
$14.1M - $15M
|
10.3K
$734K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-758- 17.31% |
$46.3K - $49.2K
|
3.62K
$257K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
390+ 7.3% |
$23.8K - $25.3K
|
5.73K
$408K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$524K - $557K
|
8.58K
$610K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.81KNew |
$374K - $417K
|
6.81K
$484K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
580New |
$31.8K - $35.5K
|
580
$41.2K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-156- 2.86% |
$8.88K - $9.53K
|
5.3K
$377K
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-20- 0.21% |
$1.14K - $1.22K
|
9.46K
$673K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-6.57K- 4.09% |
$374K - $401K
|
154K
$10.9M
|
|
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
$2.03M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
248New |
$14.1K - $14.8K
|
248
$17.6K
|