Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Diversif (TAXF)
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
$60.6M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
62.8K+ 107.15% |
$3.09M - $3.19M
|
121K
$6.2M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.9K+ 158.54% |
$2.21M - $2.28M
|
73.2K
$3.73M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.5K+ 9.92% |
$1.4M - $1.45M
|
316K
$16.1M
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.3M - $1.34M
|
26.4K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.1KNew |
$1.23M - $1.27M
|
25.1K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22K+ 74.42% |
$1.08M - $1.12M
|
51.7K
$2.64M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.2K+ 55.35% |
$994K - $1.03M
|
56.7K
$2.89M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
18.2KNew |
$893K - $922K
|
18.2K
$926K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18KNew |
$887K - $915K
|
18K
$920K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5KNew |
$765K - $789K
|
15.5K
$793K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.2KNew |
$649K - $670K
|
13.2K
$673K
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.6K+ 4.39% |
$618K - $638K
|
299K
$15.2M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 6.7% |
$594K - $613K
|
192K
$9.8M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.09KNew |
$447K - $461K
|
9.09K
$464K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.64KNew |
$376K - $388K
|
7.64K
$390K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.62KNew |
$375K - $387K
|
7.62K
$389K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.47K+ 123.66% |
$368K - $379K
|
13.5K
$689K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.14K+ 28.54% |
$302K - $312K
|
27.6K
$1.41M
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.65K+ 3.76% |
$278K - $287K
|
156K
$7.95M
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.95K+ 19.33% |
$244K - $252K
|
30.6K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.64K+ 5.14% |
$228K - $236K
|
94.9K
$4.84M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
3.92K+ 51.67% |
$193K - $199K
|
11.5K
$586K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.18K+ 30.78% |
$107K - $111K
|
9.25K
$472K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.43K+ 33.27% |
$70.4K - $72.6K
|
5.73K
$292K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.38K+ 2.37% |
$67.8K - $70K
|
59.6K
$3.04M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
884+ 2.4% |
$43.5K - $44.9K
|
37.7K
$1.92M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
782+ 401.03% |
$38.5K - $39.7K
|
977
$49.9K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600New |
$29.5K - $30.5K
|
600
$30.6K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
406+ 1.93% |
$20K - $20.6K
|
21.4K
$1.09M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
49+ 11.89% |
$2.41K - $2.49K
|
461
$23.5K
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.73% |
$1.92K - $1.98K
|
5.36K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.05% |
$1.33K - $1.37K
|
49.5K
$2.52M
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16+ 0.12% |
$788 - $813
|
13.6K
$692K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$541 - $559
|
11
$561
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10+ 0.05% |
$492 - $508
|
18.7K
$955K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9+ 0.12% |
$443 - $457
|
7.65K
$390K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.04% |
$197 - $203
|
9.16K
$467K
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3+ 0.0% |
$148 - $152
|
170K
$8.66M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.2 - $50.8
|
1
$51
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$98.4 - $102
|
37.8K
$1.93M
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-22- 0.2% |
$1.08K - $1.12K
|
11K
$561K
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-74- 0.15% |
$3.64K - $3.76K
|
48.8K
$2.49M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-77- 0.98% |
$3.79K - $3.91K
|
7.76K
$396K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-105- 2.19% |
$5.17K - $5.33K
|
4.68K
$239K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-342- 2.0% |
$16.8K - $17.4K
|
16.7K
$854K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-373- 1.56% |
$18.4K - $18.9K
|
23.5K
$1.2M
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-569- 1.59% |
$28K - $28.9K
|
35.2K
$1.8M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-640- 8.18% |
$31.5K - $32.5K
|
7.18K
$366K
|