Atria Investments LLC American Centy ETF Tr Diversif Transaction History

Atria Investments LLC

$7.33 Billion
Q1 2025

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 118,868 shares of TAXF stock, worth $5.78 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

118,868

Previous 116,896 1.69%

Holding current value

$5.78 Million

Previous $5.86 Million 0.34%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.19 - $50.86 $97,002 - $100,295	1,972 Added 1.69%	118,868 $5.88 Million
Q4 2024 Feb 06, 2025	BUY	$49.94 - $51.44 $294,046 - $302,878	5,888 Added 5.3%	116,896 $5.86 Million
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

# of Institutions

Shares Held

8.49M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

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Atria Investments LLC American Centy ETF Tr Diversif Transaction History