Cwm, LLC American Centy ETF Tr Diversif Transaction History
Cwm, LLC
- $28.4 Billion
- Q2 2025
A detailed history of Cwm, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Cwm, LLC holds 1,122,940 shares of TAXF stock, worth $55 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,122,940
Previous 1,080,833
3.9%
Holding current value
$55 Million
Previous $53.5 Million
2.74%
% of portfolio
0.19%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding TAXF
# of Institutions
93Shares Held
8.61MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$104 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$32.7 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI412KShares$20.2 Million2.71% of portfolio
-
Brinker Capital Investments, LLC394KShares$19.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY379KShares$18.5 Million0.0% of portfolio