Purchases and Sales Made in Q2 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 Q2 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
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
153K
+ 14.74%
$7.52M - $7.75M
1.19M $59.5M
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
62.8K
+ 107.15%
$3.09M - $3.19M
121K $6.08M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
44.9K
+ 158.54%
$2.21M - $2.28M
73.2K $3.66M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
28.5K
+ 9.92%
$1.4M - $1.45M
316K $15.8M
Aug 14, 2023 Q2 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
26.4K
New
$1.3M - $1.34M
26.4K $1.32M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
25.1K
New
$1.23M - $1.27M
25.1K $1.26M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
22K
+ 74.42%
$1.08M - $1.12M
51.7K $2.59M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
20.2K
+ 55.35%
$994K - $1.03M
56.7K $2.84M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
18.2K
New
$893K - $922K
18.2K $909K
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
18K
New
$887K - $915K
18K $902K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
13.2K
New
$649K - $670K
13.2K $660K
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
12.6K
+ 4.39%
$618K - $638K
299K $15M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
12.1K
+ 6.7%
$594K - $613K
192K $9.61M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.09K
New
$447K - $461K
9.09K $455K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.64K
New
$376K - $388K
7.64K $382K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
7.62K
New
$375K - $387K
7.62K $381K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.47K
+ 123.66%
$368K - $379K
13.5K $676K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
6.14K
+ 28.54%
$302K - $312K
27.6K $1.38M
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
5.65K
+ 3.76%
$278K - $287K
156K $7.8M
Aug 14, 2023 Q2 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
4.95K
+ 19.33%
$244K - $252K
30.6K $1.53M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.64K
+ 5.14%
$228K - $236K
94.9K $4.75M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
3.92K
+ 51.67%
$193K - $199K
11.5K $575K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
2.18K
+ 30.78%
$107K - $111K
9.25K $463K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.43K
+ 33.27%
$70.4K - $72.6K
5.73K $287K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.38K
+ 2.37%
$67.8K - $70K
59.6K $2.98M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
884
+ 2.4%
$43.5K - $44.9K
37.7K $1.89M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
782
+ 401.03%
$38.5K - $39.7K
977 $48.9K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
600
New
$29.5K - $30.5K
600 $30K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
406
+ 1.93%
$20K - $20.6K
21.4K $1.07M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
49
+ 11.89%
$2.41K - $2.49K
461 $23.1K
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
39
+ 0.73%
$1.92K - $1.98K
5.36K $269K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
27
+ 0.05%
$1.33K - $1.37K
49.5K $2.48M
Jul 25, 2023 Q2 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
16
+ 0.12%
$788 - $813
13.6K $679K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
11
New
$541 - $559
11 $551
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10
+ 0.05%
$492 - $508
18.7K $937K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
9
+ 0.12%
$443 - $457
7.65K $383K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
4
+ 0.04%
$197 - $203
9.16K $459K
Aug 14, 2023 Q2 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
3
+ 0.0%
$148 - $152
170K $8.5M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$49.2 - $50.8
1 $50.1
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-2
- 0.01%
$98.4 - $102
37.8K $1.89M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

SELL
 -
-22
- 0.2%
$1.08K - $1.12K
11K $550K
Aug 04, 2023 Q2 2023
Gem Asset Management, LLC

Plymouth, MI
SELL
 -
-74
- 0.15%
$3.64K - $3.76K
48.8K $2.44M
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-77
- 0.98%
$3.79K - $3.91K
7.76K $388K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

SELL
 -
-105
- 2.19%
$5.17K - $5.33K
4.68K $234K
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-342
- 2.0%
$16.8K - $17.4K
16.7K $838K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-373
- 1.56%
$18.4K - $18.9K
23.5K $1.18M
Aug 08, 2023 Q2 2023
Cnb Bank

Clearfield, PA
SELL
 -
-569
- 1.59%
$28K - $28.9K
35.2K $1.76M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

SELL
 -
-640
- 8.18%
$31.5K - $32.5K
7.18K $360K

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