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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-119- 0.41% |
$5.97K - $6.12K
|
29.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156- 0.2% |
$7.82K - $8.02K
|
76.6K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-168- 1.44% |
$8.43K - $8.64K
|
11.5K
$586K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 37.86% |
$8.53K - $8.74K
|
279
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-171- 1.39% |
$8.58K - $8.79K
|
12.2K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-319- 1.71% |
$16K - $16.4K
|
18.3K
$933K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-336- 4.81% |
$16.9K - $17.3K
|
6.65K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-380- 0.4% |
$19.1K - $19.5K
|
95.3K
$4.87M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-387- 2.8% |
$19.4K - $19.9K
|
13.4K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-663- 99.85% |
$33.3K - $34.1K
|
1
$51
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-955- 1.59% |
$47.9K - $49.1K
|
59K
$3.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.68K- 3.88% |
$84.1K - $86.2K
|
41.5K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 4.9% |
$93.8K - $96.2K
|
36.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.87K- 13.45% |
$144K - $148K
|
18.5K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.86K- 8.11% |
$244K - $250K
|
55.1K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5K- 39.08% |
$251K - $257K
|
7.79K
$397K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.73K- 25.21% |
$337K - $346K
|
20K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-7K- 23.87% |
$351K - $360K
|
22.3K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.9K- 9.12% |
$698K - $716K
|
139K
$7.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-18.8K- 37.15% |
$943K - $967K
|
31.8K
$1.62M
|