Dynamic Advisor Solutions LLC American Centy ETF Tr Diversif Transaction History

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025

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 113,495 shares of TAXF stock, worth $5.54 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
113,495
Previous 108,012 5.08%
Holding current value
$5.54 Million
Previous $5.34 Million 3.91%
% of portfolio
0.18%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$47.8 - $49.79 $262,087 - $272,998
5,483 Added 5.08%
113,495 $5.55 Million
Q1 2025

Apr 16, 2025
BUY
$49.19 - $50.86 $101,921 - $105,381
2,072 Added 1.96%
108,012 $5.34 Million
Q4 2024

Jan 21, 2025
BUY
$49.94 - $51.44 $3.36 Million - $3.46 Million
67,245 Added 173.78%
105,940 $5.31 Million
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
96
Shares Held
8.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email