Fortis Group Advisors, LLC American Centy ETF Tr Diversif Transaction History

Fortis Group Advisors, LLC

  • $551 Billion
  • Q2 2025

A detailed history of Fortis Group Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 5,136 shares of TAXF stock, worth $250,636. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,136
Previous 5,548 7.43%
Holding current value
$250,636
Previous $275 Million 8.85%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 08, 2025
SELL
$47.8 - $49.79 $19,693 - $20,513
-412 Reduced 7.43%
5,136 $250 Million
Q1 2025

May 02, 2025
BUY
$49.19 - $50.86 $272,906 - $282,171
5,548 New
5,548 $275 Million

Others Institutions Holding TAXF

# of Institutions
91
Shares Held
8.1M
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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