Ifp Advisors, Inc American Centy ETF Tr Diversif Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Ifp Advisors, Inc holds 144,239 shares of TAXF stock, worth $7.22 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

144,239

Previous 109,129 32.17%

Holding current value

$7.22 Million

Previous $5.52 Million 31.67%

% of portfolio

0.3%

Previous 0.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$49.73 - $50.54 $1.75 Million - $1.77 Million	35,110 Added 32.17%	144,239 $7.26 Million
Q1 2024 Jul 30, 2024	BUY	$50.35 - $51.11 $711,697 - $722,439	14,135 Added 14.88%	109,129 $5.52 Million
Q4 2023 Jan 09, 2024	BUY	$47.22 - $51.02 $2.73 Million - $2.95 Million	57,742 Added 155.0%	94,994 $4.84 Million
Q3 2023 Oct 12, 2023	BUY	$47.95 - $50.33 $1.34 Million - $1.41 Million	27,998 Added 302.55%	37,252 $1.79 Million
Q2 2023 Aug 04, 2023	BUY	$49.22 - $50.79 $107,201 - $110,620	2,178 Added 30.78%	9,254 $462,000
Q1 2023 Apr 18, 2023	SELL	$49.09 - $50.78 $137,844 - $142,590	-2,808 Reduced 28.41%	7,076 $356,000
Q4 2022 Feb 07, 2023	BUY	$47.14 - $49.7 $25,267 - $26,639	536 Added 5.73%	9,884 $496,000
Q3 2022 Nov 08, 2022	BUY	$47.67 - $51.14 $94,005 - $100,848	1,972 Added 26.74%	9,348 $467,000
Q2 2022 Sep 06, 2022	BUY	$49.15 - $51.57 $362,530 - $380,380	7,376 New	7,376 $369,000
Q2 2022 Aug 12, 2022	SELL	$49.15 - $51.57 $362,530 - $380,380	-7,376 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$51.47 - $55.25 $289,055 - $310,284	5,616 Added 319.09%	7,376 $380,000
Q1 2022 Aug 08, 2022	BUY	$51.47 - $55.25 $71,749 - $77,018	1,394 Added 380.87%	1,760 $90,000
Q4 2021 Jan 12, 2022	BUY	$54.76 - $55.4 $20,042 - $20,276	366 New	366 $20,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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