Altus Wealth Group LLC American Centy ETF Tr Diversif Transaction History

Altus Wealth Group LLC

$198 Million
Q2 2024

A detailed history of Altus Wealth Group LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Altus Wealth Group LLC holds 6,983 shares of TAXF stock, worth $359,205. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,983

Previous 7,626 8.43%

Holding current value

$359,205

Previous $385,000 8.83%

% of portfolio

0.18%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$49.73 - $50.54 $31,976 - $32,497	-643 Reduced 8.43%	6,983 $351,000
Q1 2024 May 02, 2024	SELL	$50.35 - $51.11 $503,701 - $511,304	-10,004 Reduced 56.74%	7,626 $385,000
Q4 2023 Jan 29, 2024	SELL	$47.22 - $51.02 $4,060 - $4,387	-86 Reduced 0.49%	17,630 $898,000
Q3 2023 Nov 13, 2023	BUY	$47.95 - $50.33 $46,703 - $49,021	974 Added 5.82%	17,716 $849,000
Q2 2023 Aug 03, 2023	SELL	$49.22 - $50.79 $16,833 - $17,370	-342 Reduced 2.0%	16,742 $837,000
Q1 2023 May 01, 2023	BUY	$49.09 - $50.78 $368,420 - $381,103	7,505 Added 78.35%	17,084 $860,000
Q4 2022 Jan 18, 2023	BUY	$47.14 - $49.7 $451,554 - $476,076	9,579 New	9,579 $0
Q3 2021 Nov 08, 2021	SELL	$55.11 - $55.92 $63,707 - $64,643	-1,156 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$54.62 - $55.7 $63,140 - $64,389	1,156 New	1,156 $64,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

6.84M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Altus Wealth Group LLC American Centy ETF Tr Diversif Transaction History