Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193K+ 25.19% |
$9.69M - $9.93M
|
960K
$48.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 25.96% |
$5.21M - $5.35M
|
504K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.6K+ 36.44% |
$4.75M - $4.87M
|
354K
$18M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 3.63% |
$3.53M - $3.62M
|
2.01M
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36K+ 84.8% |
$1.81M - $1.85M
|
78.5K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.7K+ 417.2% |
$1.64M - $1.68M
|
40.6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 26.08% |
$1.39M - $1.43M
|
134K
$6.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 11.56% |
$1.06M - $1.09M
|
204K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.1K+ 5.55% |
$1.01M - $1.04M
|
383K
$19.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14KNew |
$701K - $718K
|
14K
$708K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
13.6K+ 2.75% |
$684K - $701K
|
509K
$25.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.5K+ 20.99% |
$525K - $538K
|
60.3K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 11.25% |
$518K - $532K
|
102K
$5.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88K+ 8.39% |
$495K - $508K
|
128K
$6.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.63K+ 6.69% |
$483K - $495K
|
153K
$7.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.58K+ 12.01% |
$380K - $390K
|
70.7K
$3.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.66K+ 46.26% |
$334K - $343K
|
21.1K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.57K+ 36.39% |
$279K - $286K
|
20.9K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.19KNew |
$210K - $215K
|
4.19K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 3.47% |
$187K - $191K
|
111K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$185K - $190K
|
3.69K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.23K+ 6.27% |
$162K - $166K
|
54.7K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.08K+ 9.52% |
$154K - $158K
|
35.4K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.07K+ 8.6% |
$154K - $158K
|
38.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.61K+ 10.99% |
$80.6K - $82.6K
|
16.2K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.46K+ 42.29% |
$73.1K - $74.9K
|
4.9K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 21.52% |
$71.4K - $73.2K
|
8.03K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26K+ 2.58% |
$63K - $64.6K
|
50K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$58.9K - $60.4K
|
1.18K
$59.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
999New |
$50.1K - $51.4K
|
999
$50.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
862+ 1.12% |
$43.2K - $44.3K
|
78.1K
$3.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
698+ 1.05% |
$35K - $35.9K
|
66.9K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
607+ 14.73% |
$30.4K - $31.2K
|
4.73K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
602+ 12.24% |
$30.2K - $31K
|
5.52K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
571+ 5.03% |
$28.6K - $29.4K
|
11.9K
$604K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
527+ 4.5% |
$26.4K - $27.1K
|
12.2K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
309+ 2.86% |
$15.5K - $15.9K
|
11.1K
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
226+ 0.41% |
$11.3K - $11.6K
|
55.5K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
84+ 0.76% |
$4.21K - $4.32K
|
11.1K
$563K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
75+ 0.15% |
$3.76K - $3.86K
|
48.8K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61+ 0.84% |
$3.06K - $3.14K
|
7.31K
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
46+ 5.12% |
$2.31K - $2.37K
|
945
$47.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
33+ 0.42% |
$1.66K - $1.7K
|
7.88K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26+ 0.49% |
$1.3K - $1.34K
|
5.33K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-61- 0.39% |
$3.06K - $3.14K
|
15.6K
$789K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-85- 1.68% |
$4.26K - $4.37K
|
4.98K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89- 1.78% |
$4.46K - $4.58K
|
4.92K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-93- 2.08% |
$4.66K - $4.78K
|
4.37K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101- 0.43% |
$5.07K - $5.19K
|
23.5K
$1.19M
|