Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
233K+ 16.53% |
$11M - $11.9M
|
1.65M
$82.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
158K+ 30.15% |
$7.48M - $8.09M
|
684K
$34.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135KNew |
$6.39M - $6.9M
|
135K
$6.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
57.7K+ 155.0% |
$2.73M - $2.95M
|
95K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45K+ 158.27% |
$2.12M - $2.3M
|
73.4K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.9KNew |
$1.51M - $1.63M
|
31.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.9K+ 39.19% |
$1.41M - $1.53M
|
106K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.2KNew |
$1.33M - $1.44M
|
28.2K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28K+ 210.79% |
$1.32M - $1.43M
|
41.2K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.3K+ 291.93% |
$913K - $987K
|
26K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13.6K+ 39.39% |
$640K - $692K
|
48K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 3.4% |
$562K - $607K
|
362K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.2KNew |
$482K - $521K
|
10.2K
$511K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.57KNew |
$310K - $335K
|
6.57K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.43K+ 11.2% |
$304K - $328K
|
63.9K
$3.2M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.27K+ 26.7% |
$296K - $320K
|
29.8K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$263K - $285K
|
5.58K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.52K+ 16.33% |
$260K - $281K
|
39.3K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.74K+ 3.76% |
$224K - $242K
|
131K
$6.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.65KNew |
$219K - $237K
|
4.65K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.92K+ 40.78% |
$185K - $200K
|
13.5K
$677K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.8K+ 34.55% |
$179K - $194K
|
14.8K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 4.31% |
$161K - $174K
|
82.4K
$4.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.38K+ 18.87% |
$160K - $172K
|
21.3K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.62K+ 21.32% |
$124K - $134K
|
14.9K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 4.13% |
$116K - $126K
|
62.1K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.41KNew |
$114K - $123K
|
2.41K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.06K+ 3.66% |
$97K - $105K
|
58.2K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68KNew |
$79.2K - $85.6K
|
1.68K
$84K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.61K+ 8.23% |
$75.9K - $82K
|
21.1K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.46K+ 4.4% |
$68.9K - $74.5K
|
34.7K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.18K+ 5.99% |
$55.9K - $60.4K
|
20.9K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
916+ 10.51% |
$43.3K - $46.7K
|
9.63K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
665+ 0.81% |
$31.4K - $33.9K
|
83K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
449+ 2.2% |
$21.2K - $22.9K
|
20.8K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
327+ 3.08% |
$15.4K - $16.7K
|
10.9K
$548K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
124+ 0.93% |
$5.86K - $6.33K
|
13.5K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
60+ 1.11% |
$2.83K - $3.06K
|
5.46K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
29+ 0.02% |
$1.37K - $1.48K
|
157K
$7.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
5+ 1.13% |
$236 - $255
|
447
$22.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3New |
$142 - $153
|
3
$150
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$47.2 - $51
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-41- 0.86% |
$1.94K - $2.09K
|
4.72K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-86- 0.49% |
$4.06K - $4.39K
|
17.6K
$883K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-210- 3.29% |
$9.92K - $10.7K
|
6.17K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-254- 0.9% |
$12K - $13K
|
28.1K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-340- 2.72% |
$16.1K - $17.3K
|
12.2K
$609K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-440- 1.28% |
$20.8K - $22.4K
|
33.8K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-864- 7.04% |
$40.8K - $44.1K
|
11.4K
$571K
|