Purchases and Sales Made in Q3 2023 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 Q3 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
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
526K
New
$25.2M - $26.5M
526K $26.3M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
224K
+ 18.89%
$10.8M - $11.3M
1.41M $70.7M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
58.6K
+ 61.77%
$2.81M - $2.95M
154K $7.69M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
47.3K
+ 11.51%
$2.27M - $2.38M
458K $23M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
46K
New
$2.2M - $2.31M
46K $2.3M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
34.7K
+ 11.0%
$1.66M - $1.75M
350K $17.5M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
34.4K
New
$1.65M - $1.73M
34.4K $1.72M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
28K
+ 302.55%
$1.34M - $1.41M
37.3K $1.87M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
23.5K
New
$1.13M - $1.18M
23.5K $1.18M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
21.8K
+ 7.28%
$1.04M - $1.09M
320K $16M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
20.4K
New
$978K - $1.03M
20.4K $1.02M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
19.6K
+ 34.67%
$942K - $989K
76.3K $3.82M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
19K
+ 17.7%
$910K - $955K
126K $6.32M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
11.1K
+ 9.11%
$531K - $557K
133K $6.63M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
8.98K
+ 4.68%
$430K - $452K
201K $10.1M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.72K
New
$418K - $439K
8.72K $436K
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
8.67K
+ 17.77%
$416K - $436K
57.5K $2.88M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.63K
New
$318K - $333K
6.63K $332K
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
5.03K
New
$241K - $253K
5.03K $252K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.41K
+ 32.64%
$211K - $222K
17.9K $897K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.32K
New
$207K - $218K
4.32K $217K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.1K
+ 44.8%
$197K - $207K
13.3K $664K
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
3.2K
+ 10.47%
$153K - $161K
33.8K $1.69M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
2.77K
+ 54.03%
$133K - $139K
7.89K $395K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.65K
+ 4.64%
$127K - $133K
59.6K $2.99M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.28K
+ 8.11%
$109K - $115K
30.4K $1.52M
Oct 11, 2023 Q3 2023
Stewardship Advisors, LLC

BUY
 -
1.23K
+ 0.79%
$59.2K - $62.1K
157K $7.86M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.05K
+ 5.59%
$50.1K - $52.6K
19.8K $989K
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
974
+ 5.82%
$46.7K - $49K
17.7K $887K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
778
+ 6.77%
$37.3K - $39.2K
12.3K $614K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
737
+ 2.67%
$35.3K - $37.1K
28.4K $1.42M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
647
+ 8.34%
$31K - $32.6K
8.4K $421K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
517
+ 5.69%
$24.8K - $26K
9.6K $481K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
420
+ 42.99%
$20.1K - $21.1K
1.4K $69.9K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
294
+ 1.89%
$14.1K - $14.8K
15.8K $793K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
145
New
$6.95K - $7.3K
145 $7.26K
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
82
+ 1.75%
$3.93K - $4.13K
4.76K $238K
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
39
+ 0.73%
$1.87K - $1.96K
5.4K $270K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4
+ 0.02%
$192 - $201
25.1K $1.26M
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-19
- 4.12%
$911 - $956
442 $22.1K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

SELL
 -
-46
- 0.27%
$2.21K - $2.32K
17.2K $861K
Oct 20, 2023 Q3 2023
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-234
- 1.73%
$11.2K - $11.8K
13.3K $667K
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

SELL
 -
-375
- 3.41%
$18K - $18.9K
10.6K $532K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-424
- 1.8%
$20.3K - $21.3K
23.1K $1.16M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
SELL
 -
-490
- 0.99%
$23.5K - $24.7K
49K $2.45M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-680
- 5.16%
$32.6K - $34.2K
12.5K $626K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

SELL
 -
-729
- 5.39%
$35K - $36.7K
12.8K $640K

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