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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$47.25 - $49.7 $670,855 - $705,640	14,198 New	14,198 $695 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

6.84M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC American Centy ETF Tr Diversif Transaction History