Latest Institutional Sells of American Centy ETF Tr Diversif (TAXF)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.7K- 3.33% |
$3.18M - $3.29M
|
1.88M
$91.4M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.7K- 79.7% |
$3.08M - $3.19M
|
16K
$776K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29K- 61.85% |
$1.43M - $1.47M
|
17.9K
$869K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.4K- 31.49% |
$1.25M - $1.29M
|
55.3K
$2.69M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-21.1K- 55.73% |
$1.04M - $1.07M
|
16.7K
$813K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.2K- 12.65% |
$795K - $822K
|
112K
$5.43M
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13K- 6.57% |
$640K - $661K
|
185K
$8.99M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.68K- 20.47% |
$378K - $391K
|
29.8K
$1.45M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.76K- 38.1% |
$332K - $344K
|
11K
$533K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.06K- 7.75% |
$298K - $308K
|
72.1K
$3.51M
|
|
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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.92K- 33.8% |
$242K - $250K
|
9.63K
$468K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.76K- 0.86% |
$234K - $242K
|
551K
$26.8M
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.62K- 16.22% |
$178K - $184K
|
18.7K
$909K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.98K- 19.0% |
$97.2K - $100K
|
8.43K
$409K
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.86K- 6.22% |
$91.4K - $94.5K
|
28K
$1.36M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34K- 11.49% |
$65.9K - $68.1K
|
10.3K
$501K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.28K- 77.88% |
$62.9K - $65K
|
363
$17.6K
|
|
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
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-808- 1.41% |
$39.7K - $41.1K
|
56.4K
$2.74M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-701- 99.72% |
$34.5K - $35.7K
|
2
$97.2
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-627- 1.61% |
$30.8K - $31.9K
|
38.4K
$1.87M
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-585- 11.93% |
$28.8K - $29.8K
|
4.32K
$210K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 91.89% |
$28.4K - $29.4K
|
51
$2.48K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-545- 4.7% |
$26.8K - $27.7K
|
11.1K
$537K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-528- 3.36% |
$26K - $26.9K
|
15.2K
$737K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-363- 6.68% |
$17.9K - $18.5K
|
5.07K
$246K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-296- 2.72% |
$14.6K - $15.1K
|
10.6K
$514K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-148- 1.4% |
$7.28K - $7.53K
|
10.4K
$506K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137- 2.74% |
$6.74K - $6.97K
|
4.87K
$237K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 10.01% |
$4.92K - $5.09K
|
899
$43.7K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99- 0.02% |
$4.87K - $5.04K
|
413K
$20.1M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-25- 0.3% |
$1.23K - $1.27K
|
8.29K
$403K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8- 0.01% |
$394 - $407
|
107K
$5.21M
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 75.73% |
$139K - $144K
|
895
$43.5K
|
|
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
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 19.62% |
$52.2K - $53.8K
|
4.28K
$208K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-250- 5.72% |
$12.5K - $12.9K
|
4.12K
$200K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 37.86% |
$8.53K - $8.74K
|
279
$13.6K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 99.79% |
$121K - $123K
|
5
$243
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29K- 21.45% |
$65.1K - $66K
|
4.73K
$230K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-965- 10.69% |
$48.6K - $49.3K
|
8.06K
$392K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23- 0.24% |
$1.16K - $1.18K
|
9.61K
$467K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36K- 21.21% |
$1.73M - $1.81M
|
134K
$6.5M
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-177- 3.76% |
$8.69K - $8.99K
|
4.53K
$220K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.01K- 17.47% |
$283K - $298K
|
28.4K
$1.38M
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.04K- 61.14% |
$336K - $360K
|
4.47K
$217K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.34K- 3.2% |
$63.7K - $68.4K
|
40.5K
$1.97M
|