Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.4K+ 12.54% |
$1.85M - $1.96M
|
345K
$21.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.9KNew |
$572K - $604K
|
11.9K
$727K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 1.52% |
$543K - $573K
|
750K
$45.9M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.1KNew |
$294K - $311K
|
6.1K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.2KNew |
$203K - $214K
|
4.2K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.14K+ 53.59% |
$152K - $160K
|
9.01K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
397+ 0.83% |
$19.2K - $20.2K
|
48.4K
$2.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17+ 0.36% |
$820 - $866
|
4.78K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 0.18% |
$483 - $509
|
5.48K
$336K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$48.3 - $50.9
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-65- 0.98% |
$3.14K - $3.31K
|
6.57K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 83.33% |
$4.83K - $5.09K
|
20
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 2.91% |
$8.69K - $9.17K
|
6.01K
$368K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-211- 10.5% |
$10.2K - $10.7K
|
1.8K
$110K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-463- 4.01% |
$22.3K - $23.6K
|
11.1K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.67K- 0.6% |
$80.5K - $85K
|
275K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.02K- 1.68% |
$97.4K - $103K
|
118K
$7.24M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.47K- 7.93% |
$119K - $126K
|
28.6K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.47K- 7.93% |
$119K - $126K
|
28.6K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.34K- 66.89% |
$161K - $170K
|
1.65K
$101K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.03K- 28.67% |
$242K - $256K
|
12.5K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 79.38% |
$565K - $596K
|
3.04K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-165K- 7.96% |
$7.95M - $8.4M
|
1.91M
$117M
|