Purchases and Sales Made in Q2 2024 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 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 $98.8M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
45.9K
+ 324.99%
$2.28M - $2.32M
60K $3.06M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
36.9K
+ 16.53%
$1.83M - $1.86M
260K $13.3M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
36.9K
+ 16.53%
$1.83M - $1.86M
260K $13.3M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
35.1K
+ 32.17%
$1.75M - $1.77M
144K $7.36M
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
33.6K
+ 4.58%
$1.67M - $1.7M
767K $39.1M
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
20.9K
+ 6.11%
$1.04M - $1.06M
363K $18.5M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
16.7K
+ 36.1%
$833K - $846K
63.1K $3.22M
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
15.9K
+ 44.95%
$793K - $806K
51.4K $2.62M
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
15.4K
+ 25.09%
$766K - $779K
76.8K $3.92M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
10K
+ 39.01%
$497K - $505K
35.6K $1.82M
Aug 02, 2024 Q2 2024
Arq Wealth Advisors, LLC

BUY
 -
9K
+ 22.05%
$447K - $455K
49.8K $2.54M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
8.36K
+ 20.7%
$416K - $423K
48.8K $2.49M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
8.11K
+ 9.68%
$403K - $410K
91.9K $4.69M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.25K
New
$361K - $366K
7.25K $370K
Aug 15, 2024 Q2 2024
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
7.25K
+ 16.72%
$360K - $366K
50.6K $2.58M
Aug 08, 2024 Q2 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
7.05K
+ 5.15%
$350K - $356K
144K $7.34M
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.18K
New
$307K - $312K
6.18K $315K
Jul 25, 2024 Q2 2024
Landmark Wealth Management, LLC

BUY
 -
5.05K
+ 10.05%
$251K - $255K
55.3K $2.82M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.93K
+ 4.87%
$245K - $249K
106K $5.42M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
4.92K
New
$245K - $249K
4.92K $251K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.87K
New
$242K - $246K
4.87K $249K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.77K
+ 45.26%
$237K - $241K
15.3K $781K
Aug 13, 2024 Q2 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
4.12K
New
$205K - $208K
4.12K $210K
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
3.86K
+ 8.39%
$192K - $195K
49.8K $2.54M
Aug 14, 2024 Q2 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
3.74K
+ 52.89%
$186K - $189K
10.8K $552K
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
3.45K
+ 30.95%
$172K - $175K
14.6K $745K
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.27K
+ 11.27%
$163K - $165K
32.3K $1.65M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.16K
+ 0.8%
$157K - $160K
400K $20.4M
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.39K
+ 14.74%
$119K - $121K
18.6K $949K
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.33K
+ 3.12%
$116K - $118K
77.2K $3.94M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
1.69K
+ 1.6%
$84.2K - $85.6K
107K $5.47M
Aug 07, 2024 Q2 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
1.26K
+ 1.94%
$62.7K - $63.7K
66.2K $3.38M
Jul 30, 2024 Q2 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
1.19K
+ 2.83%
$59.2K - $60.1K
43.2K $2.2M
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
882
+ 2.95%
$43.9K - $44.6K
30.8K $1.57M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
663
+ 66300.0%
$33K - $33.5K
664 $33.9K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
468
+ 1.63%
$23.3K - $23.7K
29.2K $1.49M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
424
+ 89.26%
$21.1K - $21.4K
899 $45.9K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
386
+ 1.84%
$19.2K - $19.5K
21.3K $1.09M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
163
+ 1.46%
$8.11K - $8.24K
11.3K $579K
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
98
+ 0.8%
$4.87K - $4.95K
12.3K $629K
Jul 17, 2024 Q2 2024
Good Life Advisors, LLC

BUY
 -
88
+ 0.33%
$4.38K - $4.45K
26.7K $1.36M
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 24, 2024 Q2 2024
Mc Adam, LLC

SELL
 -
-32
- 0.71%
$1.59K - $1.62K
4.46K $228K
Jul 23, 2024 Q2 2024
Private Trust CO Na

SELL
 -
-44
- 0.56%
$2.19K - $2.22K
7.85K $401K
Jul 19, 2024 Q2 2024
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-79
- 1.54%
$3.93K - $3.99K
5.06K $258K
Jul 10, 2024 Q2 2024
First Affirmative Financial Network

SELL
 -
-102
- 0.86%
$5.07K - $5.16K
11.7K $597K
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-513
- 0.85%
$25.5K - $25.9K
60K $3.06M
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

SELL
 -
-520
- 3.62%
$25.9K - $26.3K
13.8K $706K

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