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 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-748- 1.3% |
$36.8K - $38K
|
57K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-960- 15.78% |
$47.3K - $48.8K
|
5.13K
$260K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.42K- 7.6% |
$69.8K - $72.1K
|
17.2K
$875K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.49K- 4.22% |
$73.4K - $75.7K
|
33.9K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 1.88% |
$85.5K - $88.3K
|
90.6K
$4.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.98K- 6.58% |
$97.7K - $101K
|
28.2K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 14.87% |
$116K - $120K
|
13.5K
$685K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.47K- 12.78% |
$122K - $126K
|
16.9K
$856K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.2K- 10.15% |
$157K - $162K
|
28.3K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.5K- 31.82% |
$221K - $229K
|
9.64K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.7K- 5.39% |
$231K - $239K
|
82.5K
$4.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.6K- 8.61% |
$621K - $641K
|
134K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 11.27% |
$670K - $692K
|
107K
$5.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-14.9K- 3.5% |
$735K - $758K
|
411K
$20.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-61.9K- 14.53% |
$3.05M - $3.14M
|
364K
$18.5M
|