Lifeworks Advisors, LLC American Centy ETF Tr Diversif Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,059 shares of TAXF stock, worth $406,012. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,059
Previous 8,059 -0.0%
Holding current value
$406,012
Previous $405,000 2.22%
% of portfolio
0.08%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$50.35 - $51.11 $48,587 - $49,321
-965 Reduced 10.69%
8,059 $407,000
Q1 2023

May 15, 2023
BUY
$49.09 - $50.78 $442,988 - $458,238
9,024 New
9,024 $454,000

Others Institutions Holding TAXF

# of Institutions
80
Shares Held
7.84M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email