Caldwell Trust CO American Centy ETF Tr Diversif Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Caldwell Trust CO holds 770 shares of TAXF stock, worth $38,784. This represents 0.0% of its overall portfolio holdings.
Number of Shares
770
Previous 770
-0.0%
Holding current value
$38,784
Previous $37.7 Million
2.66%
% of portfolio
0.0%
Previous 0.0%
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
-
Cwm, LLC1.34MShares$67.4 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$33.6 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI398KShares$20 Million2.43% of portfolio
-
Cx Institutional394KShares$19.8 Million0.6% of portfolio