Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Diversif (TAXF)
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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 3.09% |
$90.5K - $93.6K
|
57.7K
$2.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2K- 20.36% |
$98.2K - $102K
|
7.82K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.39K- 4.67% |
$118K - $122K
|
48.9K
$2.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.81K- 28.41% |
$138K - $143K
|
7.08K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.84K- 1.55% |
$139K - $144K
|
180K
$9.07M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.45K- 18.68% |
$218K - $226K
|
19.4K
$976K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.7K- 19.25% |
$280K - $289K
|
23.9K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.97K- 6.07% |
$293K - $303K
|
92.4K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.4K- 98.16% |
$511K - $528K
|
195
$9.83K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21K- 36.27% |
$1.03M - $1.06M
|
36.8K
$1.86M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24.4K- 33.33% |
$1.2M - $1.24M
|
48.8K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-33.5K- 7.3% |
$1.65M - $1.7M
|
426K
$21.5M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-46.2K- 91.48% |
$2.27M - $2.34M
|
4.3K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-96.4K- 76.49% |
$4.73M - $4.89M
|
29.6K
$1.49M
|