Certified Advisory Corp American Centy ETF Tr Diversif Transaction History
Certified Advisory Corp
- $698 Million
- Q1 2024
A detailed history of Certified Advisory Corp transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Certified Advisory Corp holds 60,472 shares of TAXF stock, worth $3.06 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
60,472
Previous 58,204
3.9%
Holding current value
$3.06 Million
Previous $2.97 Million
3.03%
% of portfolio
0.44%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
81Shares Held
6.79MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.78MShares$89.8 Million0.03% of portfolio
-
Cwm, LLC767KShares$38.7 Million0.18% of portfolio
-
Cx Institutional506KShares$25.6 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$20.1 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI342KShares$17.3 Million2.95% of portfolio