Regimen Wealth, LLC American Centy ETF Tr Diversif Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
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 10,809 shares of TAXF stock, worth $552,880. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,809
Previous 7,070
52.89%
Holding current value
$552,880
Previous $357 Million
52.31%
% of portfolio
0.19%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
6.84MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$99 Million0.03% of portfolio
-
Cwm, LLC767KShares$39.2 Million0.18% of portfolio
-
Cx Institutional496KShares$25.4 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI363KShares$18.6 Million3.06% of portfolio