Who owns American Centy Etf Tr diversified mu?
- Ticker: TAXF
- CUSIP Number: 025072505
Tip: Access positions for across all investors
Analyze quarterly positions in American Centy Etf Tr diversified mu with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold American Centy Etf Tr diversified mu this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 2.0M | $103M | 4% | Sep 2024 |
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CWM | 960k | $49M | 25% | Sep 2024 |
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CX Institutional | 509k | $26M | 3% | Sep 2024 |
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LPL Financial | 504k | $26M | 26% | Sep 2024 |
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Goldstein Advisors | 383k | $20M | 6% | Sep 2024 |
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Morgan Stanley | 260k | $15M | 17% | Jun 2024 |
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Private Advisor | 204k | $11M | 12% | Sep 2024 |
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Condor Capital Management | 153k | $7.9M | 7% | Sep 2024 |
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IFP Advisors | 144k | $7.3M | 32% | Jun 2024 |
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Resources Investment Advisors | 139k | $7.1M | -9% | Sep 2024 |
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Raymond James Financial Services Advisors | 128k | $6.6M | 8% | Sep 2024 |
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Atria Investments | 111k | $5.7M | 3% | Sep 2024 |
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HighTower Advisors | 106k | $5.3M | 5% | Jun 2024 |
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Commonwealth Equity Services | 102k | $5.3M | 11% | Sep 2024 |
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Cambridge Investment Research Advisors | 95k | $4.9M | 0% | Sep 2024 |
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Sanctuary Advisors | 83k | $4.1M | 100% | Jun 2024 |
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Advisor Group Holdings | 79k | $4.0M | -24% | Sep 2024 |
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Visionary Wealth Advisors | 78k | $4.0M | 1% | Sep 2024 |
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Kestra Advisory Services | 71k | $3.6M | 12% | Sep 2024 |
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GEM Asset Management | 67k | $3.4M | 1% | Sep 2024 |
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Financial Advisory Service | 60k | $3.1M | 21% | Sep 2024 |
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Goss Wealth Management | 60k | $3.0M | 325% | Jun 2024 |
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Landmark Wealth Management | 56k | $2.9M | 0% | Sep 2024 |
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Certified Advisory Corp | 55k | $2.8M | -8% | Sep 2024 |
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U.S. Capital Wealth Advisors | 55k | $2.8M | 6% | Sep 2024 |
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Global Retirement Partners | 50k | $2.6M | 3% | Sep 2024 |
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Orion Portfolio Solutions | 49k | $2.5M | -4% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 43k | $2.2M | 3% | Jun 2024 |
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Jpmorgan Chase & Co | 41k | $2.1M | 417% | Sep 2024 |
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Dynamic Advisors Solutions | 39k | $2.0M | 9% | Sep 2024 |
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Mutual Advisors | 36k | $1.8M | -5% | Sep 2024 |
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Financial Advocates Investment Management | 35k | $1.9M | 10% | Sep 2024 |
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Core Wealth Advisors | 32k | $1.6M | -37% | Sep 2024 |
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Mariner Wealth Advisors | 29k | $1.5M | 0% | Sep 2024 |
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Royal Bank of Canada | 24k | $1.2M | 0% | Sep 2024 |
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CNB Bank | 22k | $1.1M | -24% | Sep 2024 |
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Prime Capital Investment Advisors | 21k | $1.1M | 46% | Sep 2024 |
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Raymond James & Associates | 21k | $1.1M | 36% | Sep 2024 |
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Good Life Advisors | 20k | $1.0M | -25% | Sep 2024 |
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Brian McDonald | 19k | $949k | -13% | Sep 2024 |
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Captrust Financial Advisors | 18k | $940k | -2% | Sep 2024 |
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PFG Advisors | 16k | $834k | 45% | Sep 2024 |
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Stewardship Advisors | 16k | $800k | 0% | Sep 2024 |
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Westside Investment Management | 15k | $745k | 0% | Jun 2024 |
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Sunpointe | 14k | $718k | 100% | Sep 2024 |
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ERn Financial | 13k | $691k | -3% | Sep 2024 |
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First Affirmative Financial Network | 12k | $629k | 5% | Sep 2024 |
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SageView Advisory Group | 12k | $625k | -1% | Sep 2024 |
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Synovus Financial Corp. | 12k | $591k | -1% | Sep 2024 |
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Gerber Kawasaki Wealth & Investment Management | 11k | $571k | 1% | Jun 2024 |
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Lodestone Wealth Management | 11k | $571k | 1% | Sep 2024 |
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Regimen Wealth | 11k | $544k | 53% | Jun 2024 |
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Lifeworks Advisors | 8.1k | $414k | 0% | Sep 2024 |
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Private Trust Co Na | 7.9k | $395k | -1% | Jun 2024 |
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Merit Financial Group | 7.8k | $401k | -39% | Sep 2024 |
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Sigma Planning | 7.3k | $376k | 1% | Sep 2024 |
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Garrett Investment Advisors | 6.9k | $353k | 0% | Sep 2024 |
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Altus Wealth Group | 6.6k | $342k | -5% | Sep 2024 |
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Equitable Holdings | 6.6k | $333k | -58% | Jun 2024 |
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Foundations Investment Advisors | 5.5k | $284k | 12% | Sep 2024 |
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Cetera Investment Advisers | 5.3k | $267k | -49% | Jun 2024 |
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Stifel Financial | 5.0k | $252k | -11% | Jun 2024 |
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Financial Partners Group | 5.0k | $256k | -2% | Sep 2024 |
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C.M. Bidwell & Associates | 4.9k | $252k | 42% | Sep 2024 |
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McAdam | 4.4k | $225k | -2% | Sep 2024 |
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Pnc Financial Services | 4.2k | $215k | 100% | Sep 2024 |
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Arrowroot Family Office | 4.1k | $208k | 100% | Jun 2024 |
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Geneos Wealth Management | 1.5k | $73k | 0% | Jun 2024 |
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FTB Advisors | 1.2k | $60k | 100% | Sep 2024 |
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Harbour Investments | 999.00 | $51k | 100% | Sep 2024 |
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Assetmark | 945.00 | $49k | 5% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 279.00 | $14k | -38% | Sep 2024 |
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Signature | 11.00 | $572.000000 | 0% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $36.000000 | -100% | Sep 2024 |
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Who sold out of American Centy Etf Tr diversified mu?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Branch Banking & Trust Company | Mar 2024 | 132k | $6.7M |
Arq Wealth Advisors | Jun 2024 | 50k | $2.5M |
OneAscent Financial Services | Jun 2024 | 31k | $1.5M |
Flow Traders US | Jun 2024 | 6.2k | $311k |
Susquehanna International | Jun 2024 | 4.9k | $246k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 346.00 | $17k |