Blue Rock Wealth Management LLC American Centy ETF Tr Diversif Transaction History
Blue Rock Wealth Management LLC
- $118 Billion
- Q1 2025
A detailed history of Blue Rock Wealth Management LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 11,050 shares of TAXF stock, worth $541,781. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,050
Previous 11,595
4.7%
Holding current value
$541,781
Previous $581 Million
5.95%
% of portfolio
0.46%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.48MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.88MShares$92.2 Million0.03% of portfolio
-
Cwm, LLC1.08MShares$53 Million0.21% of portfolio
-
Cx Institutional638KShares$31.3 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$27 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI431KShares$21.1 Million3.12% of portfolio