Financial Partners Group, Inc American Centy ETF Tr Diversif Transaction History

Financial Partners Group, Inc

$621 Million
Q1 2024

A detailed history of Financial Partners Group, Inc transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Financial Partners Group, Inc holds 5,140 shares of TAXF stock, worth $258,953. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,140

Previous 4,479 14.76%

Holding current value

$258,953

Previous $228,000 13.6%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$50.35 - $51.11 $33,281 - $33,783	661 Added 14.76%	5,140 $259,000
Q4 2023 Feb 09, 2024	SELL	$47.22 - $51.02 $161,256 - $174,233	-3,415 Reduced 43.26%	4,479 $228,000
Q3 2023 Nov 13, 2023	BUY	$47.95 - $50.33 $132,773 - $139,363	2,769 Added 54.03%	7,894 $378,000
Q2 2023 Aug 08, 2023	SELL	$49.22 - $50.79 $47,251 - $48,758	-960 Reduced 15.78%	5,125 $256,000
Q1 2023 May 12, 2023	BUY	$49.09 - $50.78 $441 - $457	9 Added 0.15%	6,085 $306,000

Q4 2022 Feb 14, 2023	SELL	$47.25 - $49.7 $2.27 Million - $2.39 Million	-48,085 Reduced 88.78%	6,076 $297,000
Q3 2022 Nov 14, 2022	BUY	$48.21 - $51.14 $2.61 Million - $2.77 Million	54,161 New	54,161 $2.58 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

6.79M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Financial Partners Group, Inc American Centy ETF Tr Diversif Transaction History