Great Valley Advisor Group, Inc. American Centy ETF Tr Diversif Transaction History

Great Valley Advisor Group, Inc.

$4.13 Billion
Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 17,885 shares of TAXF stock, worth $868,853. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,885

Previous 46,879 61.85%

Holding current value

$868,853

Previous $2.35 Million 62.38%

% of portfolio

0.02%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$49.19 - $50.86 $1.43 Million - $1.47 Million	-28,994 Reduced 61.85%	17,885 $884,000
Q4 2024 Feb 24, 2025	BUY	$49.94 - $51.44 $2.34 Million - $2.41 Million	46,879 New	46,879 $2.35 Million
Q2 2023 Aug 10, 2023	BUY	$49.22 - $50.79 $70,384 - $72,629	1,430 Added 33.27%	5,728 $286,000
Q1 2023 May 02, 2023	SELL	$49.09 - $50.78 $2.27 Million - $2.34 Million	-46,161 Reduced 91.48%	4,298 $216,000
Q4 2022 Jan 31, 2023	BUY	$47.14 - $49.7 $202,089 - $213,063	4,287 Added 9.28%	50,459 $2.47 Million
Q3 2022 Oct 21, 2022	SELL	$47.67 - $51.14 $1.08 Million - $1.16 Million	-22,741 Reduced 33.0%	46,172 $2.2 Million
Q2 2022 Jul 19, 2022	BUY	$49.15 - $51.57 $1.92 Million - $2.01 Million	38,979 Added 130.22%	68,913 $3.43 Million
Q1 2022 Apr 20, 2022	BUY	$51.47 - $55.25 $1.54 Million - $1.65 Million	29,934 New	29,934 $1.55 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.49M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Great Valley Advisor Group, Inc. American Centy ETF Tr Diversif Transaction History