A detailed history of Regimen Wealth, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Regimen Wealth, LLC holds 11,118 shares of TAXF stock, worth $557,456. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,118
Previous 10,809 2.86%
Holding current value
$557,456
Previous $544 Million 5.02%
% of portfolio
0.18%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$50.16 - $51.43 $15,499 - $15,891
309 Added 2.86%
11,118 $572 Million
Q2 2024

Aug 14, 2024

BUY
$49.73 - $50.54 $185,940 - $188,969
3,739 Added 52.89%
10,809 $544 Million
Q1 2024

May 14, 2024

BUY
$50.35 - $51.11 $80,962 - $82,184
1,608 Added 29.44%
7,070 $357 Million
Q4 2023

Feb 13, 2024

BUY
$47.22 - $51.02 $2,833 - $3,061
60 Added 1.11%
5,462 $278 Million
Q3 2023

Nov 13, 2023

BUY
$47.95 - $50.33 $1,870 - $1,962
39 Added 0.73%
5,402 $259 Million
Q2 2023

Aug 08, 2023

BUY
$49.22 - $50.79 $1,919 - $1,980
39 Added 0.73%
5,363 $268 Million
Q1 2023

May 05, 2023

BUY
$49.09 - $50.78 $10,063 - $10,409
205 Added 4.0%
5,324 $268 Million
Q4 2022

Feb 06, 2023

BUY
$47.14 - $49.7 $241,309 - $254,414
5,119 New
5,119 $250 Million

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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