Foundations Investment Advisors, LLC American Centy ETF Tr Diversif Transaction History

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 9,171 shares of TAXF stock, worth $461,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,171
Previous 6,204 47.82%
Holding current value
$461,943
Previous $306,000 46.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$47.8 - $49.79 $141,822 - $147,726
2,967 Added 47.82%
9,171 $448,000
Q1 2025

May 07, 2025
BUY
$49.19 - $50.86 $39,352 - $40,688
800 Added 14.8%
6,204 $306,000
Q4 2024

Jan 22, 2025
SELL
$49.94 - $51.44 $5,892 - $6,069
-118 Reduced 2.14%
5,404 $270,000
Q3 2024

Oct 21, 2024
BUY
$50.16 - $51.43 $30,196 - $30,960
602 Added 12.24%
5,522 $283,000
Q2 2024

Aug 02, 2024
BUY
$49.73 - $50.54 $244,671 - $248,656
4,920 New
4,920 $247,000

Others Institutions Holding TAXF

# of Institutions
99
Shares Held
8.7M
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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