Goldstein Advisors, LLC American Centy ETF Tr Diversif Transaction History

Goldstein Advisors, LLC

$689 Billion
Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Goldstein Advisors, LLC holds 419,839 shares of TAXF stock, worth $21.1 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares

419,839

Previous 382,929 9.64%

Holding current value

$21.1 Million

Previous $19.7 Billion 6.91%

% of portfolio

3.06%

Previous 2.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$49.94 - $51.44 $1.84 Million - $1.9 Million	36,910 Added 9.64%	419,839 $21.1 Billion
Q3 2024 Oct 24, 2024	BUY	$50.16 - $51.43 $1.01 Million - $1.04 Million	20,135 Added 5.55%	382,929 $19.7 Billion
Q2 2024 Jul 24, 2024	BUY	$49.73 - $50.54 $1.04 Million - $1.06 Million	20,890 Added 6.11%	362,794 $18.3 Billion
Q1 2024 May 13, 2024	BUY	$50.35 - $51.11 $1.08 Million - $1.09 Million	21,420 Added 6.68%	341,904 $17.3 Billion
Q3 2023 Oct 18, 2023	BUY	$47.95 - $50.33 $1.04 Million - $1.09 Million	21,753 Added 7.28%	320,484 $15.4 Billion
Q2 2023 Jul 21, 2023	BUY	$49.22 - $50.79 $618,449 - $638,176	12,565 Added 4.39%	298,731 $14.9 Billion
Q1 2023 May 09, 2023	BUY	$49.09 - $50.78 $497,968 - $515,112	10,144 Added 3.68%	286,166 $14.4 Billion
Q4 2022 Feb 03, 2023	BUY	$47.14 - $49.7 $13 Million - $13.7 Million	276,022 New	276,022 $13.5 Billion

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.31M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Goldstein Advisors, LLC American Centy ETF Tr Diversif Transaction History