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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.18K- 49.42% |
$258K - $262K
|
5.3K
$272K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87KNew |
$242K - $246K
|
4.87K
$250K
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.25K+ 16.72% |
$360K - $366K
|
50.6K
$2.6M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
386+ 1.84% |
$19.2K - $19.5K
|
21.3K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.9K+ 324.99% |
$2.28M - $2.32M
|
60K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.1K- 49.47% |
$1.15M - $1.17M
|
23.6K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 25.09% |
$766K - $779K
|
76.8K
$3.94M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 36.1% |
$833K - $846K
|
63.1K
$3.24M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18KNew |
$307K - $312K
|
6.18K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.28K- 58.4% |
$461K - $469K
|
6.61K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.74K+ 52.89% |
$186K - $189K
|
10.8K
$555K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.39K+ 14.74% |
$119K - $121K
|
18.6K
$954K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98+ 0.8% |
$4.87K - $4.95K
|
12.3K
$632K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-620- 11.01% |
$30.8K - $31.3K
|
5.01K
$257K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 1.6% |
$84.2K - $85.6K
|
107K
$5.5M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
424+ 89.26% |
$21.1K - $21.4K
|
899
$46.1K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61K- 58.95% |
$3.03M - $3.08M
|
42.5K
$2.18M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.36K- 4.63% |
$118K - $119K
|
48.7K
$2.5M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
663+ 66300.0% |
$33K - $33.5K
|
664
$34.1K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
163+ 1.46% |
$8.11K - $8.24K
|
11.3K
$582K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 4.87% |
$245K - $249K
|
106K
$5.45M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-513- 0.85% |
$25.5K - $25.9K
|
60K
$3.08M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.42K- 10.87% |
$70.7K - $71.9K
|
11.7K
$598K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.12KNew |
$205K - $208K
|
4.12K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.33K+ 3.12% |
$116K - $118K
|
77.2K
$3.96M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
468+ 1.63% |
$23.3K - $23.7K
|
29.2K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.8K- 71.59% |
$983K - $999K
|
7.84K
$402K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11K- 43.36% |
$548K - $557K
|
14.4K
$739K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 8.97% |
$7.93M - $8.06M
|
1.94M
$99.3M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.05K+ 5.15% |
$350K - $356K
|
144K
$7.38M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.5K- 13.3% |
$224K - $227K
|
29.3K
$1.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 0.8% |
$157K - $160K
|
400K
$20.5M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.26K+ 1.94% |
$62.7K - $63.7K
|
66.2K
$3.4M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.45K+ 30.95% |
$172K - $175K
|
14.6K
$749K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.25KNew |
$361K - $366K
|
7.25K
$372K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.03K- 1.1% |
$101K - $102K
|
183K
$9.39M
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-643- 8.43% |
$32K - $32.5K
|
6.98K
$358K
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9K+ 22.05% |
$447K - $455K
|
49.8K
$2.55M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$245K - $249K
|
4.92K
$252K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.5K- 17.54% |
$1.62M - $1.64M
|
153K
$7.84M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 9.68% |
$403K - $410K
|
91.9K
$4.71M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.19K+ 2.83% |
$59.2K - $60.1K
|
43.2K
$2.22M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.63K- 18.42% |
$429K - $436K
|
38.2K
$1.96M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 32.17% |
$1.75M - $1.77M
|
144K
$7.4M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.86K+ 8.39% |
$192K - $195K
|
49.8K
$2.56M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 16.59% |
$677K - $688K
|
95.7K
$4.91M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.27K+ 11.27% |
$163K - $165K
|
32.3K
$1.66M
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.05K+ 10.05% |
$251K - $255K
|
55.3K
$2.84M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.9K+ 6.11% |
$1.04M - $1.06M
|
363K
$18.6M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-32- 0.71% |
$1.59K - $1.62K
|
4.46K
$229K
|