Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q2 2024. 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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 8.97% |
$7.93M - $8.06M
|
1.94M
$98.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.9K+ 324.99% |
$2.28M - $2.32M
|
60K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 16.53% |
$1.83M - $1.86M
|
260K
$13.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 16.53% |
$1.83M - $1.86M
|
260K
$13.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 32.17% |
$1.75M - $1.77M
|
144K
$7.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
33.6K+ 4.58% |
$1.67M - $1.7M
|
767K
$38.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.9K+ 6.11% |
$1.04M - $1.06M
|
363K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 36.1% |
$833K - $846K
|
63.1K
$3.2M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.9K+ 44.95% |
$793K - $806K
|
51.4K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 25.09% |
$766K - $779K
|
76.8K
$3.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 16.59% |
$677K - $688K
|
95.7K
$4.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 39.01% |
$497K - $505K
|
35.6K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9K+ 22.05% |
$447K - $455K
|
49.8K
$2.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.36K+ 20.7% |
$416K - $423K
|
48.8K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 9.68% |
$403K - $410K
|
91.9K
$4.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.25KNew |
$361K - $366K
|
7.25K
$368K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.25K+ 16.72% |
$360K - $366K
|
50.6K
$2.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.05K+ 5.15% |
$350K - $356K
|
144K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18KNew |
$307K - $312K
|
6.18K
$313K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.05K+ 10.05% |
$251K - $255K
|
55.3K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 4.87% |
$245K - $249K
|
106K
$5.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$245K - $249K
|
4.92K
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87KNew |
$242K - $246K
|
4.87K
$247K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.77K+ 45.26% |
$237K - $241K
|
15.3K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.12KNew |
$205K - $208K
|
4.12K
$209K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.86K+ 8.39% |
$192K - $195K
|
49.8K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.74K+ 52.89% |
$186K - $189K
|
10.8K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.45K+ 30.95% |
$172K - $175K
|
14.6K
$740K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.27K+ 11.27% |
$163K - $165K
|
32.3K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 0.8% |
$157K - $160K
|
400K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.39K+ 14.74% |
$119K - $121K
|
18.6K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.33K+ 3.12% |
$116K - $118K
|
77.2K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 1.6% |
$84.2K - $85.6K
|
107K
$5.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.26K+ 1.94% |
$62.7K - $63.7K
|
66.2K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.19K+ 2.83% |
$59.2K - $60.1K
|
43.2K
$2.19M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
882+ 2.95% |
$43.9K - $44.6K
|
30.8K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
663+ 66300.0% |
$33K - $33.5K
|
664
$33.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
468+ 1.63% |
$23.3K - $23.7K
|
29.2K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
424+ 89.26% |
$21.1K - $21.4K
|
899
$45.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
386+ 1.84% |
$19.2K - $19.5K
|
21.3K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
163+ 1.46% |
$8.11K - $8.24K
|
11.3K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98+ 0.8% |
$4.87K - $4.95K
|
12.3K
$625K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
88+ 0.33% |
$4.38K - $4.45K
|
26.7K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-32- 0.71% |
$1.59K - $1.62K
|
4.46K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-44- 0.56% |
$2.19K - $2.22K
|
7.85K
$398K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 1.54% |
$3.93K - $3.99K
|
5.06K
$257K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-102- 0.86% |
$5.07K - $5.16K
|
11.7K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-513- 0.85% |
$25.5K - $25.9K
|
60K
$3.04M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-520- 3.62% |
$25.9K - $26.3K
|
13.8K
$701K
|