Ae Wealth Management LLC American Centy ETF Tr Diversif Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,641 shares of TAXF stock, worth $82,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,641

Holding current value

$82,328

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$49.94 - $51.44 $81,951 - $84,413	1,641 New	1,641 $82,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.31M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.95M
Shares

$97.6 Million
0.03% of portfolio
Cwm, LLC

1.04M
Shares

$52 Million
0.22% of portfolio
Cx Institutional

619K
Shares

$31 Million
1.24% of portfolio
Lpl Financial LLC Fort Mill, SC

556K
Shares

$27.9 Million
0.01% of portfolio
Goldstein Advisors, LLC Madison, WI

420K
Shares

$21.1 Million
3.06% of portfolio

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

More about TAXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC American Centy ETF Tr Diversif Transaction History