Goldstein Advisors, LLC American Centy ETF Tr Diversif Transaction History
Goldstein Advisors, LLC
- $744 Billion
- Q2 2025
A detailed history of Goldstein Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Goldstein Advisors, LLC holds 412,014 shares of TAXF stock, worth $20.2 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
412,014
Previous 431,366
4.49%
Holding current value
$20.2 Million
Previous $21.3 Billion
5.55%
% of portfolio
2.71%
Previous 3.12%
Shares
10 transactions
Others Institutions Holding TAXF
# of Institutions
93Shares Held
8.61MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$104 Million0.03% of portfolio
-
Cwm, LLC1.12MShares$55 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$32.7 Million0.01% of portfolio
-
Brinker Capital Investments, LLC394KShares$19.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY379KShares$18.5 Million0.0% of portfolio