A detailed history of Landmark Wealth Management, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 55,519 shares of TAXF stock, worth $2.81 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
55,519
Previous 55,293 0.41%
Holding current value
$2.81 Million
Previous $2.79 Million 2.51%
% of portfolio
1.24%
Previous 2.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$50.16 - $51.43 $11,336 - $11,623
226 Added 0.41%
55,519 $2.86 Million
Q2 2024

Jul 25, 2024

BUY
$49.73 - $50.54 $251,136 - $255,227
5,050 Added 10.05%
55,293 $2.79 Million
Q1 2024

Apr 24, 2024

BUY
$50.35 - $51.11 $114,798 - $116,530
2,280 Added 4.75%
50,243 $2.54 Million
Q4 2023

Jan 22, 2024

BUY
$47.22 - $51.02 $640,019 - $691,525
13,554 Added 39.39%
47,963 $2.44 Million
Q3 2023

Oct 13, 2023

BUY
$47.95 - $50.33 $1.65 Million - $1.73 Million
34,409 New
34,409 $1.65 Million
Q1 2023

Apr 17, 2023

BUY
$49.09 - $50.78 $567,578 - $587,118
11,562 Added 44.98%
37,265 $1.88 Million
Q4 2022

Jan 20, 2023

SELL
$47.14 - $49.7 $147,972 - $156,008
-3,139 Reduced 10.88%
25,703 $1.26 Million
Q3 2022

Oct 24, 2022

BUY
$47.67 - $51.14 $1.37 Million - $1.47 Million
28,842 New
28,842 $1.38 Million
Q2 2022

Jul 21, 2022

SELL
$49.15 - $51.57 $1.57 Million - $1.64 Million
-31,858 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$51.47 - $55.25 $533,074 - $572,224
10,357 Added 48.17%
31,858 $1.65 Million
Q4 2021

Jan 27, 2022

BUY
$54.76 - $55.4 $1.18 Million - $1.19 Million
21,501 New
21,501 $1,000

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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