Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Diversif (TAXF)
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
|
- |
526KNew |
$25.2M - $26.5M
|
526K
$26.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
224K+ 18.89% |
$10.8M - $11.3M
|
1.41M
$71.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.6K+ 61.77% |
$2.81M - $2.95M
|
154K
$7.78M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
47.3K+ 11.51% |
$2.27M - $2.38M
|
458K
$23.2M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46KNew |
$2.2M - $2.31M
|
46K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7K+ 11.0% |
$1.66M - $1.75M
|
350K
$17.8M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
34.4KNew |
$1.65M - $1.73M
|
34.4K
$1.74M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28K+ 302.55% |
$1.34M - $1.41M
|
37.3K
$1.89M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.5KNew |
$1.13M - $1.18M
|
23.5K
$1.19M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21.8K+ 7.28% |
$1.04M - $1.09M
|
320K
$16.2M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.8K+ 273.3% |
$998K - $1.05M
|
28.4K
$1.44M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
20.4KNew |
$978K - $1.03M
|
20.4K
$1.03M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.6K+ 34.67% |
$942K - $989K
|
76.3K
$3.87M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 17.7% |
$910K - $955K
|
126K
$6.4M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11.1K+ 9.11% |
$531K - $557K
|
133K
$6.72M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.98K+ 4.68% |
$430K - $452K
|
201K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.72KNew |
$418K - $439K
|
8.72K
$442K
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.67K+ 17.77% |
$416K - $436K
|
57.5K
$2.91M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.63KNew |
$318K - $333K
|
6.63K
$336K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.03KNew |
$241K - $253K
|
5.03K
$255K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.41K+ 32.64% |
$211K - $222K
|
17.9K
$908K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.32KNew |
$207K - $218K
|
4.32K
$219K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.1K+ 44.8% |
$197K - $207K
|
13.3K
$672K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.2K+ 10.47% |
$153K - $161K
|
33.8K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.77K+ 54.03% |
$133K - $139K
|
7.89K
$400K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 4.64% |
$127K - $133K
|
59.6K
$3.02M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.28K+ 8.11% |
$109K - $115K
|
30.4K
$1.54M
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.23K+ 0.79% |
$59.2K - $62.1K
|
157K
$7.96M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 5.59% |
$50.1K - $52.6K
|
19.8K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
974+ 5.82% |
$46.7K - $49K
|
17.7K
$898K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
778+ 6.77% |
$37.3K - $39.2K
|
12.3K
$622K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
737+ 2.67% |
$35.3K - $37.1K
|
28.4K
$1.44M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
647+ 8.34% |
$31K - $32.6K
|
8.4K
$426K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
517+ 5.69% |
$24.8K - $26K
|
9.6K
$487K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
420+ 42.99% |
$20.1K - $21.1K
|
1.4K
$70.8K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
294+ 1.89% |
$14.1K - $14.8K
|
15.8K
$803K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145New |
$6.95K - $7.3K
|
145
$7.35K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
82+ 1.75% |
$3.93K - $4.13K
|
4.76K
$241K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.73% |
$1.87K - $1.96K
|
5.4K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.02% |
$192 - $201
|
25.1K
$1.27M
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-19- 4.12% |
$911 - $956
|
442
$22.4K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-46- 0.27% |
$2.21K - $2.32K
|
17.2K
$872K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-234- 1.73% |
$11.2K - $11.8K
|
13.3K
$676K
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-375- 3.41% |
$18K - $18.9K
|
10.6K
$538K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-424- 1.8% |
$20.3K - $21.3K
|
23.1K
$1.17M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-490- 0.99% |
$23.5K - $24.7K
|
49K
$2.48M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-680- 5.16% |
$32.6K - $34.2K
|
12.5K
$634K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-729- 5.39% |
$35K - $36.7K
|
12.8K
$648K
|