Dynamic Advisor Solutions LLC American Centy ETF Tr Diversif Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 38,695 shares of TAXF stock, worth $1.94 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

38,695

Previous 35,630 8.6%

Holding current value

$1.94 Million

Previous $1.79 Million 10.87%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$50.16 - $51.43 $153,740 - $157,632	3,065 Added 8.6%	38,695 $1.99 Million
Q2 2024 Jul 15, 2024	BUY	$49.73 - $50.54 $497,250 - $505,349	9,999 Added 39.01%	35,630 $1.79 Million
Q1 2024 Apr 12, 2024	SELL	$50.35 - $51.11 $32,526 - $33,017	-646 Reduced 2.46%	25,631 $1.3 Million
Q4 2023 Jan 10, 2024	SELL	$47.22 - $51.02 $196,812 - $212,651	-4,168 Reduced 13.69%	26,277 $1.34 Million
Q3 2023 Oct 10, 2023	BUY	$47.95 - $50.33 $109,469 - $114,903	2,283 Added 8.11%	30,445 $1.46 Million
Q2 2023 Aug 03, 2023	SELL	$49.22 - $50.79 $97,652 - $100,767	-1,984 Reduced 6.58%	28,162 $1.41 Million
Q1 2023 Apr 10, 2023	BUY	$49.09 - $50.78 $701,348 - $725,493	14,287 Added 90.09%	30,146 $1.52 Million
Q4 2022 Jan 12, 2023	BUY	$47.14 - $49.7 $747,593 - $788,192	15,859 New	15,859 $0

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Dynamic Advisor Solutions LLC American Centy ETF Tr Diversif Transaction History