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 $257,056. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,136
Previous 5,548
7.43%
Holding current value
$257,056
Previous $275 Million
8.85%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.35MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$107 Million0.03% of portfolio
-
Cwm, LLC1.12MShares$56.2 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$33.4 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI412KShares$20.6 Million2.71% of portfolio
-
Morgan Stanley New York, NY379KShares$18.9 Million0.0% of portfolio