A detailed history of Lodestone Wealth Management LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 11,104 shares of TAXF stock, worth $561,640. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,104
Previous 11,020 0.76%
Holding current value
$561,640
Previous $555 Million 2.88%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Oct 29, 2024

BUY
$50.16 - $51.43 $4,213 - $4,320
84 Added 0.76%
11,104 $571 Million
Q2 2024

Jul 16, 2024

SELL
$49.73 - $50.54 $123,976 - $125,996
-2,493 Reduced 18.45%
11,020 $555 Million
Q1 2024

Apr 30, 2024

BUY
$50.35 - $51.11 $3,071 - $3,117
61 Added 0.45%
13,513 $683 Million
Q4 2023

Jan 24, 2024

BUY
$47.22 - $51.02 $5,855 - $6,326
124 Added 0.93%
13,452 $685 Million
Q3 2023

Oct 20, 2023

SELL
$47.95 - $50.33 $11,220 - $11,777
-234 Reduced 1.73%
13,328 $639 Million
Q2 2023

Jul 25, 2023

BUY
$49.22 - $50.79 $787 - $812
16 Added 0.12%
13,562 $678 Million
Q1 2023

May 15, 2023

SELL
$49.09 - $50.78 $32,006 - $33,108
-652 Reduced 4.59%
13,546 $682 Million
Q4 2022

Feb 09, 2023

BUY
$47.14 - $49.7 $669,293 - $705,640
14,198 New
14,198 $695 Million

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


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