A detailed history of Financial Advocates Investment Management transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Financial Advocates Investment Management holds 35,388 shares of TAXF stock, worth $1.77 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
35,388
Previous 32,313 9.52%
Holding current value
$1.77 Million
Previous $1.63 Million 11.8%
% of portfolio
0.1%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$50.16 - $51.43 $154,242 - $158,147
3,075 Added 9.52%
35,388 $1.82 Million
Q2 2024

Jul 26, 2024

BUY
$49.73 - $50.54 $162,816 - $165,467
3,274 Added 11.27%
32,313 $1.63 Million
Q1 2024

May 01, 2024

BUY
$50.35 - $51.11 $389,557 - $395,438
7,737 Added 36.32%
29,039 $1.47 Million
Q4 2023

Feb 08, 2024

BUY
$47.22 - $51.02 $159,650 - $172,498
3,381 Added 18.87%
21,302 $1.09 Million
Q3 2023

Oct 27, 2023

BUY
$47.95 - $50.33 $211,459 - $221,955
4,410 Added 32.64%
17,921 $859,000
Q2 2023

Aug 07, 2023

BUY
$49.22 - $50.79 $367,673 - $379,401
7,470 Added 123.66%
13,511 $675,000
Q1 2023

May 11, 2023

BUY
$49.09 - $50.78 $296,552 - $306,761
6,041 New
6,041 $304,000

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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