Institutional shares held 6.86 Million
0 calls
0 puts
Total value of holdings $348M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in TAXF

Top Purchases

Q2 2024
Cwm, LLC Shares Held: 767K ($38.9M)
Q2 2024
Goldstein Advisors, LLC Shares Held: 363K ($18.4M)
Q2 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 51.4K ($2.61M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 95.7K ($4.86M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 35.6K ($1.81M)

Top Sells

Q2 2024
Stewardship Advisors, LLC Shares Held: 15.6K ($794K)
Q2 2024
Cx Institutional Shares Held: 496K ($25.2M)
Q2 2024
Lodestone Wealth Management LLC Shares Held: 11K ($560K)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 118K ($5.98M)
Q2 2024
Garrett Investment Advisors LLC Shares Held: 6.87K ($349K)

About TAXF

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