Barnes Wealth Management Group, Inc American Centy ETF Tr Diversif Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 4,127 shares of TAXF stock, worth $207,876. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,127Holding current value
$207,876% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding TAXF
# of Institutions
99Shares Held
8.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$107 Million0.03% of portfolio
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Cwm, LLC1.34MShares$67.4 Million0.2% of portfolio
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Lpl Financial LLC Fort Mill, SC667KShares$33.6 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI398KShares$20 Million2.43% of portfolio
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Cx Institutional394KShares$19.8 Million0.6% of portfolio