Financial Advocates Investment Management American Centy ETF Tr Diversif Transaction History

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025

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 32,973 shares of TAXF stock, worth $1.61 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
32,973
Previous 29,068 13.43%
Holding current value
$1.61 Million
Previous $1.46 Million 11.94%
% of portfolio
0.12%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$49.19 - $50.86 $192,086 - $198,608
3,905 Added 13.43%
32,973 $1.63 Million
Q4 2024

Jan 27, 2025
SELL
$49.94 - $51.44 $315,620 - $325,100
-6,320 Reduced 17.86%
29,068 $1.46 Million
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

# of Institutions
95
Shares Held
7.97M
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
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