Barnes Wealth Management Group, Inc American Centy ETF Tr Diversif Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 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 4,150 shares of TAXF stock, worth $209,367. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,150
Previous 4,127
0.56%
Holding current value
$209,367
Previous $202 Million
3.22%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
103Shares Held
8.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$108 Million0.03% of portfolio
-
Cwm, LLC1.34MShares$67.5 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC620KShares$31.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI398KShares$20.1 Million2.43% of portfolio
-
Cx Institutional394KShares$19.9 Million0.6% of portfolio