Iht Wealth Management, LLC American Centy ETF Tr Diversif Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Iht Wealth Management, LLC holds 78,197 shares of TAXF stock, worth $3.94 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

78,197

Previous 76,641 2.03%

Holding current value

$3.94 Million

Previous $3.94 Million 0.51%

% of portfolio

0.13%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$49.94 - $51.44 $77,706 - $80,040	1,556 Added 2.03%	78,197 $3.92 Million
Q3 2024 Nov 14, 2024	SELL	$50.16 - $51.43 $7,824 - $8,023	-156 Reduced 0.2%	76,641 $3.94 Million
Q2 2024 Aug 14, 2024	BUY	$49.73 - $50.54 $766,090 - $778,568	15,405 Added 25.09%	76,797 $3.87 Million
Q1 2024 May 15, 2024	SELL	$50.35 - $51.11 $34,691 - $35,214	-689 Reduced 1.11%	61,392 $3.1 Million
Q4 2023 Feb 14, 2024	BUY	$47.22 - $51.02 $116,350 - $125,713	2,464 Added 4.13%	62,081 $3.16 Million
Q3 2023 Nov 14, 2023	BUY	$47.95 - $50.33 $126,875 - $133,173	2,646 Added 4.64%	59,617 $2.86 Million
Q2 2023 Aug 14, 2023	SELL	$49.22 - $50.79 $36,816 - $37,990	-748 Reduced 1.3%	56,971 $2.85 Million
Q1 2023 May 15, 2023	SELL	$49.09 - $50.78 $90,472 - $93,587	-1,843 Reduced 3.09%	57,719 $2.91 Million
Q4 2022 Feb 14, 2023	BUY	$47.14 - $49.7 $429,209 - $452,518	9,105 Added 18.05%	59,562 $2.91 Million
Q3 2022 Nov 22, 2022	BUY	$47.67 - $51.14 $70,313 - $75,431	1,475 Added 3.01%	50,457 $2.41 Million
Q2 2022 Aug 15, 2022	BUY	$49.15 - $51.57 $2.11 Million - $2.21 Million	42,840 Added 697.49%	48,982 $2.44 Million
Q1 2022 May 16, 2022	BUY	$51.47 - $55.25 $92,903 - $99,726	1,805 Added 41.62%	6,142 $317,000
Q4 2021 Feb 14, 2022	BUY	$54.76 - $55.4 $821 - $831	15 Added 0.35%	4,337 $240,000
Q3 2021 Nov 15, 2021	BUY	$55.11 - $55.92 $238,185 - $241,686	4,322 New	4,322 $238,000

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

Ticker TAXF
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Industry ETFs

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Iht Wealth Management, LLC American Centy ETF Tr Diversif Transaction History