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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29K- 61.85% |
$1.43M - $1.47M
|
17.9K
$869K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
800+ 14.8% |
$39.4K - $40.7K
|
6.2K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.76K- 0.86% |
$234K - $242K
|
551K
$26.8M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13K- 6.57% |
$640K - $661K
|
185K
$8.99M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 8.76% |
$6.25K - $6.46K
|
1.58K
$76.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 1.69% |
$97K - $100K
|
119K
$5.78M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.28K- 77.88% |
$62.9K - $65K
|
363
$17.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
60+ 6.42% |
$2.95K - $3.05K
|
994
$48.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.46K+ 0.71% |
$71.9K - $74.3K
|
208K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 9.71% |
$79.8K - $82.5K
|
18.3K
$891K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
436+ 1.29% |
$21.4K - $22.2K
|
34.3K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.95K+ 10.46% |
$342K - $354K
|
73.5K
$3.57M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.55KNew |
$273K - $282K
|
5.55K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
332New |
$16.3K - $16.9K
|
332
$16.1K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-1.22K- 6.17% |
$60.1K - $62.2K
|
18.6K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-867- 11.73% |
$42.6K - $44.1K
|
6.53K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.1KNew |
$742K - $767K
|
15.1K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.7K- 3.33% |
$3.18M - $3.29M
|
1.88M
$91.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-296- 2.72% |
$14.6K - $15.1K
|
10.6K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.68K- 20.47% |
$378K - $391K
|
29.8K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 13.43% |
$192K - $199K
|
33K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.2K- 12.65% |
$795K - $822K
|
112K
$5.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
204+ 2.6% |
$10K - $10.4K
|
8.05K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$1.48K - $1.53K
|
30
$1.46K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 5.41% |
$39.4K - $40.7K
|
15.6K
$758K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-25- 0.3% |
$1.23K - $1.27K
|
8.29K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.62K- 16.22% |
$178K - $184K
|
18.7K
$909K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.5K+ 2.75% |
$567K - $586K
|
431K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.91K- 6.46% |
$291K - $300K
|
85.5K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.55K- 38.58% |
$273K - $282K
|
8.83K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.76K- 38.1% |
$332K - $344K
|
11K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.92K- 33.8% |
$242K - $250K
|
9.63K
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.1K+ 17.74% |
$103K - $107K
|
13.9K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137- 2.74% |
$6.74K - $6.97K
|
4.87K
$237K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
747+ 4.68% |
$37.3K - $38.4K
|
16.7K
$812K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
115KNew |
$5.73M - $5.9M
|
115K
$5.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.7KNew |
$836K - $861K
|
16.7K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 75.73% |
$139K - $144K
|
895
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
401+ 8.48% |
$20K - $20.6K
|
5.13K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.37KNew |
$218K - $225K
|
4.37K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.58KNew |
$328K - $338K
|
6.58K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 19.62% |
$52.2K - $53.8K
|
4.28K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.84KNew |
$142K - $146K
|
2.84K
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.66M - $1.71M
|
33.2K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.1K- 2.65% |
$55K - $56.7K
|
40.4K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 13.27% |
$332K - $342K
|
56.7K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$96.4K - $99.3K
|
1.93K
$93.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.32K+ 6.02% |
$166K - $171K
|
58.4K
$2.84M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.46K+ 42.29% |
$73.1K - $74.9K
|
4.9K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$58.9K - $60.4K
|
1.18K
$57.1K
|
|