Goldstein Advisors, LLC American Centy ETF Tr Diversif Transaction History
Goldstein Advisors, LLC
- $658 Billion
- Q3 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 382,929 shares of TAXF stock, worth $19.5 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
382,929
Previous 362,794
5.55%
Holding current value
$19.5 Million
Previous $18.3 Billion
7.77%
% of portfolio
2.99%
Previous 3.06%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
7.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$102 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.8 Million0.21% of portfolio
-
Cx Institutional509KShares$25.9 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY354KShares$18 Million0.0% of portfolio