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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61K- 58.95% |
$3.03M - $3.08M
|
42.5K
$2.17M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.5K- 17.54% |
$1.62M - $1.64M
|
153K
$7.8M
|
|
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 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.8K- 71.59% |
$983K - $999K
|
7.84K
$401K
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-12.7K- 44.77% |
$630K - $640K
|
15.6K
$798K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11K- 43.36% |
$548K - $557K
|
14.4K
$736K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-10.4K- 2.06% |
$519K - $528K
|
496K
$25.3M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.28K- 58.4% |
$461K - $469K
|
6.61K
$338K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.63K- 18.42% |
$429K - $436K
|
38.2K
$1.95M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.18K- 49.42% |
$258K - $262K
|
5.3K
$271K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.5K- 13.3% |
$224K - $227K
|
29.3K
$1.5M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.49K- 18.45% |
$124K - $126K
|
11K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.36K- 4.63% |
$118K - $119K
|
48.7K
$2.49M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.03K- 1.1% |
$101K - $102K
|
183K
$9.35M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 1.6% |
$95.4K - $96.9K
|
118K
$6.02M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.42K- 10.87% |
$70.7K - $71.9K
|
11.7K
$596K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-691- 9.15% |
$34.4K - $34.9K
|
6.87K
$351K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-643- 8.43% |
$32K - $32.5K
|
6.98K
$357K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-620- 11.01% |
$30.8K - $31.3K
|
5.01K
$256K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-520- 3.62% |
$25.9K - $26.3K
|
13.8K
$707K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-513- 0.85% |
$25.5K - $25.9K
|
60K
$3.06M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-102- 0.86% |
$5.07K - $5.16K
|
11.7K
$598K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 1.54% |
$3.93K - $3.99K
|
5.06K
$259K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-44- 0.56% |
$2.19K - $2.22K
|
7.85K
$401K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-32- 0.71% |
$1.59K - $1.62K
|
4.46K
$228K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 99.79% |
$121K - $123K
|
5
$256
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29K- 21.45% |
$65.1K - $66K
|
4.73K
$242K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-965- 10.69% |
$48.6K - $49.3K
|
8.06K
$412K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23- 0.24% |
$1.16K - $1.18K
|
9.61K
$491K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.75K- 12.44% |
$177K - $191K
|
26.4K
$1.35M
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36K- 21.21% |
$1.73M - $1.81M
|
134K
$6.83M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-729- 5.39% |
$35K - $36.7K
|
12.8K
$653K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-177- 3.76% |
$8.69K - $8.99K
|
4.53K
$232K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.01K- 17.47% |
$284K - $298K
|
28.4K
$1.45M
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.04K- 61.14% |
$339K - $360K
|
4.47K
$229K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.34K- 3.2% |
$64.5K - $68.4K
|
40.5K
$2.07M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.3K- 18.31% |
$62.7K - $66.5K
|
5.8K
$296K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-36.9KClosed |
$1.82M - $1.91M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-11.2K- 52.78% |
$551K - $579K
|
10K
$513K
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-2.24K- 17.27% |
$110K - $116K
|
10.7K
$548K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.33KClosed |
$326K - $350K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.15KClosed |
$214K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$5.15K - $5.53K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.32KClosed |
$491K - $504K
|
0
$0
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.8KClosed |
$656K - $758K
|
0
$0
|