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 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-800- 11.14% |
$38.4K - $40.3K
|
6.38K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-810- 0.6% |
$38.8K - $40.8K
|
133K
$6.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-819- 10.7% |
$39.3K - $41.2K
|
6.83K
$346K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-950- 2.7% |
$45.6K - $47.8K
|
34.3K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.87K- 8.75% |
$89.8K - $94.3K
|
19.5K
$990K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.41K- 7.12% |
$116K - $121K
|
31.5K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.37K- 19.95% |
$162K - $170K
|
13.5K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.44K- 5.77% |
$165K - $173K
|
56.1K
$2.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.48K- 4.21% |
$167K - $175K
|
79K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.62K- 37.53% |
$173K - $182K
|
6.02K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.59K- 12.15% |
$220K - $231K
|
33.2K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-5.72K- 31.77% |
$274K - $288K
|
12.3K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.56K- 20.05% |
$363K - $381K
|
30.2K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.31K- 9.17% |
$398K - $418K
|
82.3K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.8K- 32.42% |
$803K - $843K
|
34.9K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.7K- 39.2% |
$1.38M - $1.44M
|
44.5K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36K- 21.21% |
$1.73M - $1.81M
|
134K
$6.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43.7K- 12.0% |
$2.09M - $2.2M
|
320K
$16.2M
|