Lodestone Wealth Management LLC American Centy ETF Tr Diversif Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
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 11,020 shares of TAXF stock, worth $563,122. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,020
Previous 13,513
18.45%
Holding current value
$563,122
Previous $683 Million
18.76%
% of portfolio
0.29%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
6.84MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$98.9 Million0.03% of portfolio
-
Cwm, LLC767KShares$39.2 Million0.18% of portfolio
-
Cx Institutional496KShares$25.3 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI363KShares$18.5 Million3.06% of portfolio