Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q1 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.1K+ 5.93% |
$3.35M - $3.49M
|
1.32M
$61.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
18.8KNew |
$851K - $886K
|
18.8K
$876K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 12.2% |
$554K - $577K
|
113K
$5.24M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8.82KNew |
$399K - $416K
|
8.82K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.21K+ 7.52% |
$236K - $245K
|
74.5K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 1.95% |
$72.2K - $75.2K
|
83.3K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
944+ 10.17% |
$42.7K - $44.5K
|
10.2K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
506New |
$22.9K - $23.8K
|
506
$23.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
420+ 210.0% |
$19K - $19.8K
|
620
$28.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
350+ 1.84% |
$15.8K - $16.5K
|
19.4K
$903K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.98% |
$226 - $236
|
515
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-75- 0.35% |
$3.39K - $3.53K
|
21.2K
$987K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-267K- 70.48% |
$12.1M - $12.6M
|
112K
$5.21M
|