Arq Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q1 2024
A detailed history of Arq Wealth Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 40,797 shares of TAXF stock, worth $2.05 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
40,797Holding current value
$2.05 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding TAXF
# of Institutions
81Shares Held
6.79MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.78MShares$89.5 Million0.03% of portfolio
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Cwm, LLC733KShares$36.9 Million0.18% of portfolio
-
Cx Institutional506KShares$25.5 Million1.24% of portfolio
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Lpl Financial LLC Fort Mill, SC397KShares$20 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI342KShares$17.2 Million2.95% of portfolio