A detailed history of Atria Investments LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Atria Investments LLC holds 111,008 shares of TAXF stock, worth $5.56 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
111,008
Previous 107,286 3.47%
Holding current value
$5.56 Million
Previous $5.4 Million 5.66%
% of portfolio
0.08%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$50.16 - $51.43 $186,695 - $191,422
3,722 Added 3.47%
111,008 $5.71 Million
Q2 2024

Aug 13, 2024

BUY
$49.73 - $50.54 $84,242 - $85,614
1,694 Added 1.6%
107,286 $5.4 Million
Q1 2024

May 21, 2024

SELL
$50.35 - $51.11 $31,065 - $31,534
-617 Reduced 0.58%
105,592 $5.34 Million
Q4 2023

Feb 14, 2024

BUY
$47.22 - $51.02 $1.41 Million - $1.53 Million
29,905 Added 39.19%
106,209 $5.41 Million
Q3 2023

Nov 07, 2023

BUY
$47.95 - $50.33 $942,025 - $988,783
19,646 Added 34.67%
76,304 $3.66 Million
Q2 2023

Aug 04, 2023

BUY
$49.22 - $50.79 $993,554 - $1.03 Million
20,186 Added 55.35%
56,658 $2.83 Million
Q1 2023

May 10, 2023

BUY
$49.09 - $50.78 $1.79 Million - $1.85 Million
36,472 New
36,472 $1.84 Million

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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