Captrust Financial Advisors American Centy ETF Tr Diversif Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Captrust Financial Advisors holds 18,283 shares of TAXF stock, worth $927,313. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,283
Previous 18,602 1.71%
Holding current value
$927,313
Previous $936,000 0.43%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$50.16 - $51.43 $16,001 - $16,406
-319 Reduced 1.71%
18,283 $940,000
Q2 2024

Aug 14, 2024
BUY
$49.73 - $50.54 $118,804 - $120,740
2,389 Added 14.74%
18,602 $936,000
Q1 2024

May 15, 2024
SELL
$50.35 - $51.11 $249,383 - $253,147
-4,953 Reduced 23.4%
16,213 $819,000
Q4 2023

Feb 14, 2024
SELL
$47.22 - $51.02 $185,244 - $200,151
-3,923 Reduced 15.64%
21,166 $1.08 Million
Q3 2023

Nov 14, 2023
BUY
$47.95 - $50.33 $191 - $201
4 Added 0.02%
25,089 $1.2 Million
Q2 2023

Aug 14, 2023
BUY
$49.22 - $50.79 $1.23 Million - $1.27 Million
25,085 New
25,085 $1.25 Million
Q2 2022

Aug 16, 2022
BUY
$49.15 - $51.57 $61,044 - $64,049
1,242 New
1,242 $62,000
Q1 2022

May 16, 2022
SELL
$51.47 - $55.25 $79,263 - $85,085
-1,540 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$54.76 - $55.4 $75,568 - $76,452
1,380 Added 862.5%
1,540 $85,000
Q3 2021

Nov 16, 2021
BUY
$55.11 - $55.92 $8,817 - $8,947
160 New
160 $9,000

Others Institutions Holding TAXF

# of Institutions
80
Shares Held
7.4M
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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