Regimen Wealth, LLC American Centy ETF Tr Diversif Transaction History
Regimen Wealth, LLC
- $311 Billion
- Q1 2025
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 12,257 shares of TAXF stock, worth $599,244. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,257
Previous 12,056
1.67%
Holding current value
$599,244
Previous $605 Million
0.32%
% of portfolio
0.19%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.48MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.88MShares$91.9 Million0.03% of portfolio
-
Cwm, LLC1.08MShares$52.8 Million0.21% of portfolio
-
Cx Institutional638KShares$31.2 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$26.9 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI431KShares$21.1 Million3.12% of portfolio