Global Retirement Partners, LLC American Centy ETF Tr Diversif Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Global Retirement Partners, LLC holds 56,660 shares of TAXF stock, worth $2.85 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

56,660

Previous 50,021 13.27%

Holding current value

$2.85 Million

Previous $2.57 Million 10.42%

% of portfolio

0.08%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$49.94 - $51.44 $331,551 - $341,510	6,639 Added 13.27%	56,660 $2.84 Million
Q3 2024 Oct 16, 2024	BUY	$50.16 - $51.43 $63,000 - $64,596	1,256 Added 2.58%	50,021 $2.57 Million
Q2 2024 Jul 23, 2024	BUY	$49.73 - $50.54 $415,941 - $422,716	8,364 Added 20.7%	48,765 $2.46 Million
Q1 2024 Apr 23, 2024	BUY	$50.35 - $51.11 $289,059 - $293,422	5,741 Added 16.56%	40,401 $2.04 Million
Q4 2023 Jan 18, 2024	BUY	$47.22 - $51.02 $68,941 - $74,489	1,460 Added 4.4%	34,660 $1.77 Million
Q3 2023 Oct 13, 2023	SELL	$47.95 - $50.33 $220,186 - $231,115	-4,592 Reduced 12.15%	33,200 $1.59 Million
Q2 2023 Jul 20, 2023	SELL	$49.22 - $50.79 $98 - $101	-2 Reduced 0.01%	37,792 $1.89 Million
Q1 2023 May 05, 2023	BUY	$49.09 - $50.78 $321,244 - $332,304	6,544 Added 20.94%	37,794 $1.9 Million
Q4 2022 Feb 13, 2023	BUY	$47.14 - $49.7 $36,156 - $38,119	767 Added 2.52%	31,250 $1.53 Million
Q3 2022 Nov 03, 2022	BUY	$47.67 - $51.14 $1.35 Million - $1.44 Million	28,232 Added 1254.2%	30,483 $1.44 Million
Q2 2022 Jul 15, 2022	SELL	$49.15 - $51.57 $211,000 - $221,390	-4,293 Reduced 65.6%	2,251 $112,000
Q1 2022 Jul 14, 2022	BUY	$51.47 - $55.25 $336,819 - $361,556	6,544 New	6,544 $326,000
Q4 2021 Jan 21, 2022	SELL	$54.76 - $55.4 $294,663 - $298,107	-5,381 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$55.11 - $55.92 $5,621 - $5,703	102 Added 1.93%	5,381 $297,000
Q2 2021 Jul 15, 2021	BUY	$54.62 - $55.7 $288,338 - $294,040	5,279 New	5,279 $293,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.03M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

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Global Retirement Partners, LLC American Centy ETF Tr Diversif Transaction History