Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.6K+ 7.22% |
$958K - $1.03M
|
306K
$19.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 2.24% |
$753K - $806K
|
738K
$46.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.93K+ 63.24% |
$89.8K - $96.3K
|
4.99K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 3.56% |
$76.6K - $82.1K
|
48K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.13K+ 0.41% |
$52.5K - $56.2K
|
277K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
553+ 3.9% |
$25.7K - $27.5K
|
14.7K
$924K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
455+ 7.93% |
$21.1K - $22.6K
|
6.19K
$388K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129+ 2.79% |
$5.99K - $6.42K
|
4.76K
$298K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96+ 1.47% |
$4.46K - $4.78K
|
6.63K
$416K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
14+ 0.26% |
$650 - $697
|
5.47K
$343K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.5 - $49.8
|
1
$62.7
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.56% |
$1.16K - $1.24K
|
4.48K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-201- 0.64% |
$9.34K - $10K
|
31.1K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-238- 10.59% |
$11.1K - $11.8K
|
2.01K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-417- 3.83% |
$19.4K - $20.8K
|
10.5K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-636- 9.78% |
$29.5K - $31.7K
|
5.87K
$368K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 5.47% |
$47.1K - $50.5K
|
17.5K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.09K- 29.66% |
$96.9K - $104K
|
4.95K
$310K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-19.1K- 38.08% |
$889K - $952K
|
31.1K
$1.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.3K- 15.65% |
$1.04M - $1.11M
|
120K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-47.4K- 2.24% |
$2.2M - $2.36M
|
2.07M
$130M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-168K- 95.1% |
$7.82M - $8.38M
|
8.67K
$544K
|