Certified Advisory Corp American Centy ETF Tr Diversif Transaction History

Certified Advisory Corp

$910 Million
Q4 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 58,412 shares of TAXF stock, worth $2.94 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

58,412

Previous 55,097 6.02%

Holding current value

$2.94 Million

Previous $2.83 Million 3.35%

% of portfolio

0.32%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$49.94 - $51.44 $165,551 - $170,523	3,315 Added 6.02%	58,412 $2.93 Million
Q3 2024 Nov 12, 2024	SELL	$50.16 - $51.43 $243,877 - $250,052	-4,862 Reduced 8.11%	55,097 $2.83 Million
Q2 2024 Aug 13, 2024	SELL	$49.73 - $50.54 $25,511 - $25,927	-513 Reduced 0.85%	59,959 $3.02 Million
Q1 2024 May 10, 2024	BUY	$50.35 - $51.11 $114,193 - $115,917	2,268 Added 3.9%	60,472 $3.06 Million
Q4 2023 Feb 09, 2024	BUY	$47.22 - $51.02 $97,037 - $104,846	2,055 Added 3.66%	58,204 $2.97 Million
Q3 2023 Nov 13, 2023	SELL	$47.95 - $50.33 $164,900 - $173,084	-3,439 Reduced 5.77%	56,149 $2.69 Million
Q2 2023 Aug 14, 2023	BUY	$49.22 - $50.79 $67,825 - $69,988	1,378 Added 2.37%	59,588 $2.98 Million
Q1 2023 May 15, 2023	BUY	$49.09 - $50.78 $1.11 Million - $1.14 Million	22,523 Added 63.11%	58,210 $2.93 Million
Q4 2022 Feb 14, 2023	BUY	$47.14 - $49.7 $467,063 - $492,427	9,908 Added 38.43%	35,687 $1.75 Million
Q3 2022 Nov 14, 2022	BUY	$47.67 - $51.14 $1.23 Million - $1.32 Million	25,779 New	25,779 $1.23 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.84M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Certified Advisory Corp American Centy ETF Tr Diversif Transaction History