Dynamic Advisor Solutions LLC American Centy ETF Tr Diversif Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 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 35,630 shares of TAXF stock, worth $1.83 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,630
Previous 25,631
39.01%
Holding current value
$1.83 Million
Previous $1.3 Million
38.53%
% of portfolio
0.06%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
6.84MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$99.3 Million0.03% of portfolio
-
Cwm, LLC767KShares$39.3 Million0.18% of portfolio
-
Cx Institutional496KShares$25.4 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI363KShares$18.6 Million3.06% of portfolio