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 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-620- 11.01% |
$30.8K - $31.3K
|
5.01K
$254K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-643- 8.43% |
$32K - $32.5K
|
6.98K
$354K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-691- 9.15% |
$34.4K - $34.9K
|
6.87K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.42K- 10.87% |
$70.7K - $71.9K
|
11.7K
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 1.6% |
$95.4K - $96.9K
|
118K
$5.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.03K- 1.1% |
$101K - $102K
|
183K
$9.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.36K- 4.63% |
$118K - $119K
|
48.7K
$2.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.49K- 18.45% |
$124K - $126K
|
11K
$559K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.5K- 13.3% |
$224K - $227K
|
29.3K
$1.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.18K- 49.42% |
$258K - $262K
|
5.3K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.63K- 18.42% |
$429K - $436K
|
38.2K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.28K- 58.4% |
$461K - $469K
|
6.61K
$335K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-10.4K- 2.06% |
$519K - $528K
|
496K
$25.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11K- 43.36% |
$548K - $557K
|
14.4K
$731K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-12.7K- 44.77% |
$630K - $640K
|
15.6K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.8K- 71.59% |
$983K - $999K
|
7.84K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.1K- 49.47% |
$1.15M - $1.17M
|
23.6K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.5K- 17.54% |
$1.62M - $1.64M
|
153K
$7.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61K- 58.95% |
$3.03M - $3.08M
|
42.5K
$2.15M
|