Latest Institutional Transactions on American Centy ETF Tr Diversif (TAXF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.93K+ 8.35% |
$246K - $254K
|
64K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.54K+ 29.13% |
$177K - $182K
|
15.7K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
162+ 1.41% |
$8.09K - $8.33K
|
11.7K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 7.92% |
$549K - $565K
|
128K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$82K - $84.4K
|
1.64K
$82.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.9K- 98.27% |
$1.99M - $2.05M
|
703
$35.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.78K- 20.05% |
$488K - $503K
|
39K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 15.44% |
$162K - $167K
|
24.3K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.53K+ 31.5% |
$126K - $130K
|
10.6K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.9KNew |
$1.69M - $1.74M
|
33.9K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.2K- 3.05% |
$3.06M - $3.15M
|
1.95M
$97.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 10.17% |
$2.56M - $2.64M
|
556K
$27.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.84KNew |
$142K - $146K
|
2.84K
$142K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.75K+ 2.44% |
$187K - $193K
|
157K
$7.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 5.01% |
$255K - $263K
|
107K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.67K+ 25.11% |
$83.3K - $85.9K
|
8.32K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 15.57% |
$550K - $566K
|
81.7K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 3.25% |
$217K - $224K
|
138K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
503+ 3.1% |
$25.1K - $25.9K
|
16.7K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.66M - $1.71M
|
33.2K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133+ 0.17% |
$6.64K - $6.84K
|
78.6K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.85K+ 44.19% |
$92.4K - $95.2K
|
6.04K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 1.16% |
$549 - $566
|
934
$46.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
629New |
$31.4K - $32.4K
|
629
$31.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.89K+ 5.3% |
$294K - $303K
|
117K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$5.21M - $5.36M
|
104K
$5.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.53% |
$2.1K - $2.16K
|
7.84K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.1K- 2.65% |
$55K - $56.7K
|
40.4K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
76.3K+ 7.95% |
$3.81M - $3.93M
|
1.04M
$51.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
569+ 0.54% |
$28.4K - $29.3K
|
105K
$5.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82+ 1.12% |
$4.1K - $4.22K
|
7.39K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
184K+ 1317.56% |
$9.19M - $9.47M
|
198K
$9.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 13.27% |
$332K - $342K
|
56.7K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 1.07% |
$109K - $112K
|
206K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 11.13% |
$111K - $114K
|
17.7K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-229- 2.06% |
$11.4K - $11.8K
|
10.9K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$96.4K - $99.3K
|
1.93K
$96.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3.87K- 5.78% |
$193K - $199K
|
63.1K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.32K- 17.86% |
$316K - $325K
|
29.1K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 6.29% |
$172K - $177K
|
58.1K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-250- 5.72% |
$12.5K - $12.9K
|
4.12K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-73- 1.47% |
$3.65K - $3.76K
|
4.9K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-403- 3.29% |
$20.1K - $20.7K
|
11.8K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.05% |
$84.5K - $87K
|
57.2K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-118- 2.14% |
$5.89K - $6.07K
|
5.4K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.19K- 7.66% |
$59.5K - $61.3K
|
14.4K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67.2K+ 173.78% |
$3.36M - $3.46M
|
106K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
109K+ 21.47% |
$5.46M - $5.63M
|
619K
$31M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
36.9K+ 9.64% |
$1.84M - $1.9M
|
420K
$21M
|