Atria Investments LLC American Centy ETF Tr Diversif Transaction History

Atria Investments LLC

  • $8.14 Billion
  • Q3 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 5,285 shares of TAXF stock, worth $266,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,285
Previous 53,759 90.17%
Holding current value
$266,628
Previous $2.63 Million 89.92%
% of portfolio
0.0%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$48.42 - $50.27 $2.35 Million - $2.44 Million
-48,474 Reduced 90.17%
5,285 $265,000
Q2 2025

Aug 04, 2025
SELL
$47.8 - $49.79 $3.11 Million - $3.24 Million
-65,109 Reduced 54.77%
53,759 $2.63 Million
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
103
Shares Held
8.18M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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