Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Stoxx Us (VALQ)
This table provides information about the institutional ownership of American Centy ETF Tr Stoxx Us (VALQ) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR STOXX US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 3.43% |
$1.36M - $1.51M
|
780K
$48.5M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
15.8K+ 56.03% |
$830K - $923K
|
44.1K
$2.74M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
15.7K+ 56.62% |
$824K - $917K
|
43.5K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3K+ 197.36% |
$642K - $714K
|
18.5K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 2.62% |
$526K - $585K
|
394K
$24.5M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.51KNew |
$289K - $321K
|
5.51K
$343K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.13KNew |
$216K - $241K
|
4.13K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.13KNew |
$216K - $241K
|
4.13K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.84KNew |
$201K - $224K
|
3.84K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.6KNew |
$189K - $210K
|
3.6K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.23K+ 0.45% |
$64.4K - $71.7K
|
276K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
318+ 2.6% |
$16.7K - $18.5K
|
12.6K
$781K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
198+ 4.0% |
$10.4K - $11.5K
|
5.15K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 1.38% |
$2.25K - $2.51K
|
3.16K
$196K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.34% |
$943 - $1.05K
|
5.38K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.16% |
$262 - $292
|
3.05K
$189K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.02% |
$52.4 - $58.3
|
5.15K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-20- 0.33% |
$1.05K - $1.17K
|
6.09K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-268- 21.12% |
$14K - $15.6K
|
1K
$62.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-462- 7.04% |
$24.2K - $26.9K
|
6.1K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.06K- 18.88% |
$108K - $120K
|
8.84K
$550K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.18K- 6.79% |
$167K - $185K
|
43.7K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.41K- 37.46% |
$283K - $315K
|
9.03K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.84K- 62.42% |
$306K - $340K
|
3.51K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.7K- 29.48% |
$1.71M - $1.91M
|
78.2K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-266K- 14.91% |
$13.9M - $15.5M
|
1.52M
$94.4M
|