Kestra Advisory Services, LLC American Centy ETF Tr Diversif Transaction History
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
A detailed history of Kestra Advisory Services, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 110,654 shares of TAXF stock, worth $5.42 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
110,654
Previous 81,706
35.43%
Holding current value
$5.42 Million
Previous $4.1 Million
33.67%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding TAXF
# of Institutions
91Shares Held
8.1MCall 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
-
Morgan Stanley New York, NY413KShares$20.2 Million0.0% of portfolio
-
Goldstein Advisors, LLC Madison, WI412KShares$20.2 Million2.71% of portfolio