Iht Wealth Management, LLC American Centy ETF Tr Diversif Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 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 61,392 shares of TAXF stock, worth $3.09 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
61,392
Previous 62,081
1.11%
Holding current value
$3.09 Million
Previous $3.16 Million
1.9%
% of portfolio
0.12%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding TAXF
# of Institutions
81Shares Held
6.79MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.78MShares$89.5 Million0.03% of portfolio
-
Cwm, LLC733KShares$36.9 Million0.18% of portfolio
-
Cx Institutional506KShares$25.5 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$20 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI342KShares$17.2 Million2.95% of portfolio