Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Diversif (TAXF)

TAXF Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 12, 2023 Q1 2023
Stewardship Advisors, LLC

BUY
 -
108K
+ 253.86%
$5.29M - $5.47M
150K $7.62M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
90.1K
+ 9.52%
$4.42M - $4.57M
1.04M $52.5M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
60.8K
+ 205.94%
$2.98M - $3.09M
90.3K $4.58M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
49.4K
New
$2.43M - $2.51M
49.4K $2.51M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
36.5K
New
$1.79M - $1.85M
36.5K $1.85M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
22.5K
+ 63.11%
$1.11M - $1.14M
58.2K $2.95M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
18.7K
New
$918K - $949K
18.7K $948K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
18.4K
+ 91.09%
$901K - $932K
38.5K $1.95M
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
17.7K
+ 43.13%
$867K - $897K
58.6K $2.97M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
16K
+ 102.93%
$784K - $811K
31.5K $1.6M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
11.6K
+ 44.98%
$568K - $587K
37.3K $1.89M
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
10.1K
+ 3.68%
$498K - $515K
286K $14.5M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
9.02K
New
$443K - $458K
9.02K $458K
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
8.3K
+ 1.99%
$407K - $421K
426K $21.6M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
7.58K
New
$372K - $385K
7.58K $384K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
7.51K
+ 78.35%
$368K - $381K
17.1K $867K
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
6.57K
+ 34.48%
$323K - $334K
25.6K $1.3M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
6.54K
+ 20.94%
$321K - $332K
37.8K $1.92M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
6.51K
+ 5.69%
$319K - $330K
121K $6.13M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.28K
+ 2.24%
$308K - $319K
287K $14.6M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.04K
New
$297K - $307K
6.04K $306K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
5.21K
+ 33.53%
$256K - $264K
20.7K $1.05M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
4.79K
New
$235K - $243K
4.79K $243K
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
4K
New
$196K - $203K
4K $203K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
2.99K
+ 16.63%
$147K - $152K
21K $1.06M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.41K
+ 2.85%
$118K - $122K
87.2K $4.42M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
2.27K
+ 1.57%
$111K - $115K
147K $7.43M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.82K
+ 9.22%
$89.1K - $92.2K
21.5K $1.09M
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
1.76K
+ 5.24%
$86.4K - $89.4K
35.4K $1.79M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.01K
+ 12.43%
$49.7K - $51.4K
9.16K $464K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
675
New
$33.1K - $34.3K
675 $34.2K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
235
New
$11.5K - $11.9K
235 $11.9K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
218
New
$10.7K - $11.1K
218 $11.1K
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
205
+ 4.0%
$10.1K - $10.4K
5.32K $270K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
87
+ 26.77%
$4.27K - $4.42K
412 $20.9K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
43
+ 0.23%
$2.11K - $2.18K
18.7K $946K
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
9
+ 0.15%
$442 - $457
6.09K $309K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
5
+ 0.8%
$245 - $254
633 $32.1K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2023 Q1 2023
American Century Companies Inc

Kansas City, MO
SELL
 -
-5
- -0.0%
$245 - $254
170K $8.61M
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-34
- 0.43%
$1.67K - $1.73K
7.83K $397K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-129
- 1.66%
$6.33K - $6.55K
7.64K $388K
Apr 11, 2023 Q1 2023
First Affirmative Financial Network

SELL
 -
-163
- 1.46%
$8K - $8.28K
11K $559K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

SELL
 -
-169
- 1.05%
$8.3K - $8.58K
15.9K $805K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

SELL
 -
-177
- 3.76%
$8.69K - $8.99K
4.53K $230K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
SELL
 -
-286
- 0.79%
$14K - $14.5K
35.8K $1.81M
May 15, 2023 Q1 2023
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-652
- 4.59%
$32K - $33.1K
13.5K $687K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1.25K
- 10.66%
$61.3K - $63.4K
10.5K $531K

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