Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Focused (FLV)
This table provides information about the institutional ownership of American Centy ETF Tr Focused (FLV) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR FOCUSED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.6K+ 14.59% |
$4.07M - $4.33M
|
523K
$37M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.1K+ 183.94% |
$1.96M - $2.09M
|
49.6K
$3.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
20.1K+ 103.15% |
$1.23M - $1.3M
|
39.6K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 14.75% |
$723K - $769K
|
92K
$6.51M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$524K - $557K
|
8.58K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.71K+ 234.07% |
$410K - $436K
|
9.58K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.02KNew |
$246K - $261K
|
4.02K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.26KNew |
$199K - $212K
|
3.26K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.36K+ 16.41% |
$144K - $153K
|
16.8K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.03K+ 10.04% |
$124K - $132K
|
22.2K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.22K+ 1.92% |
$74.5K - $79.2K
|
64.9K
$4.59M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
390+ 7.3% |
$23.8K - $25.3K
|
5.73K
$405K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14+ 5.3% |
$856 - $910
|
278
$19.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-169- 0.27% |
$10.3K - $11K
|
63.5K
$4.49M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 4.66% |
$10.9K - $11.6K
|
3.64K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-304- 7.45% |
$18.6K - $19.8K
|
3.78K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-355- 3.53% |
$21.7K - $23.1K
|
9.71K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-758- 17.31% |
$46.3K - $49.2K
|
3.62K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 79.59% |
$66.3K - $70.4K
|
278
$19.7K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 2.08% |
$71.6K - $76.1K
|
55.2K
$3.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.65K- 12.35% |
$162K - $172K
|
18.8K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 1.17% |
$446K - $474K
|
617K
$43.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.12K- 24.41% |
$497K - $528K
|
25.2K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-13.1K- 23.81% |
$803K - $854K
|
42K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-24.6K- 2.23% |
$1.5M - $1.6M
|
1.08M
$76.2M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-29.1K- 10.86% |
$1.78M - $1.89M
|
239K
$16.9M
|