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 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-360K- 91.49% |
$17.2M - $17.9M
|
33.5K
$1.64M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-346K- 54.21% |
$16.5M - $17.2M
|
292K
$14.3M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-112K- 60.19% |
$5.37M - $5.6M
|
74.3K
$3.64M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102K- 66.72% |
$4.87M - $5.07M
|
50.8K
$2.49M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-67.4K- 81.3% |
$3.22M - $3.36M
|
15.5K
$759K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65.1K- 54.77% |
$3.11M - $3.24M
|
53.8K
$2.63M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56.2K- 99.23% |
$2.69M - $2.8M
|
437
$21.4K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39K- 34.97% |
$1.87M - $1.94M
|
72.6K
$3.55M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.5K- 8.34% |
$1.65M - $1.72M
|
379K
$18.5M
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26.6K- 47.13% |
$1.27M - $1.32M
|
29.8K
$1.46M
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-19.4K- 4.49% |
$925K - $964K
|
412K
$20.2M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 6.99% |
$694K - $723K
|
193K
$9.46M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 29.73% |
$680K - $708K
|
33.6K
$1.64M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.4K- 11.22% |
$496K - $517K
|
82.1K
$4.02M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.71K- 9.05% |
$464K - $483K
|
97.6K
$4.78M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.22K- 13.27% |
$441K - $459K
|
60.3K
$2.95M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.33K- 21.33% |
$350K - $365K
|
27K
$1.32M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.36K- 41.94% |
$256K - $267K
|
7.42K
$363K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.87K- 6.62% |
$233K - $242K
|
68.6K
$3.36M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.7K- 20.86% |
$177K - $184K
|
14K
$687K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 4.83% |
$166K - $173K
|
68.7K
$3.36M
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.37K- 12.02% |
$161K - $168K
|
24.7K
$1.21M
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-3.35K- 18.0% |
$160K - $167K
|
15.2K
$746K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 3.54% |
$145K - $151K
|
82.5K
$4.04M
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.57K- 10.38% |
$74.8K - $77.9K
|
13.5K
$661K
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-747- 1.13% |
$35.7K - $37.2K
|
65.1K
$3.19M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-662- 6.42% |
$31.6K - $33K
|
9.65K
$473K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-472- 5.87% |
$22.6K - $23.5K
|
7.57K
$371K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-432- 54.82% |
$20.6K - $21.5K
|
356
$17.4K
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-412- 7.43% |
$19.7K - $20.5K
|
5.14K
$251K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-395- 2.48% |
$18.9K - $19.7K
|
15.6K
$762K
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-325- 2.43% |
$15.5K - $16.2K
|
13K
$638K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 8.05% |
$6.07K - $6.32K
|
1.45K
$71K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 30.42% |
$4.83K - $5.03K
|
231
$11.3K
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-74- 0.89% |
$3.54K - $3.68K
|
8.22K
$402K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67- 1.32% |
$3.2K - $3.34K
|
5.01K
$245K
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 0.11% |
$1K - $1.05K
|
18.7K
$915K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-13- 1.31% |
$621 - $647
|
981
$48K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29K- 61.85% |
$1.43M - $1.47M
|
17.9K
$875K
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13K- 6.57% |
$640K - $661K
|
185K
$9.05M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.76K- 38.1% |
$332K - $344K
|
11K
$537K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.55K- 38.58% |
$273K - $282K
|
8.83K
$432K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.92K- 33.8% |
$242K - $250K
|
9.63K
$471K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.28K- 77.88% |
$62.9K - $65K
|
363
$17.8K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-701- 99.72% |
$34.5K - $35.7K
|
2
$97.9
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-627- 1.61% |
$30.8K - $31.9K
|
38.4K
$1.88M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 91.89% |
$28.4K - $29.4K
|
51
$2.5K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-545- 4.7% |
$26.8K - $27.7K
|
11.1K
$541K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-296- 2.72% |
$14.6K - $15.1K
|
10.6K
$518K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137- 2.74% |
$6.74K - $6.97K
|
4.87K
$238K
|