Arq Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History
Arq Wealth Advisors, LLC
- $304 Million
- Q2 2025
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 59,609 shares of TAXF stock, worth $2.92 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
59,609Holding current value
$2.92 Million% of portfolio
0.96%Shares
3 transactions
Others Institutions Holding TAXF
# of Institutions
96Shares Held
8.34MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$104 Million0.03% of portfolio
-
Cwm, LLC1.12MShares$55 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$32.7 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI412KShares$20.2 Million2.71% of portfolio
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Morgan Stanley New York, NY379KShares$18.5 Million0.0% of portfolio