Landmark Wealth Management, LLC American Centy ETF Tr Diversif Transaction History
Landmark Wealth Management, LLC
- $230 Million
- Q3 2024
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
Others Institutions Holding TAXF
# of Institutions
80Shares Held
7.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$102 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.7 Million0.21% of portfolio
-
Cx Institutional509KShares$25.8 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.6 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.4 Million2.99% of portfolio