Mutual Advisors, LLC American Centy ETF Tr Diversif Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Mutual Advisors, LLC holds 32,953 shares of TAXF stock, worth $1.66 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,953

Previous 29,831 10.47%

Holding current value

$1.66 Million

Previous $1.48 Million 9.21%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$47.8 - $49.79 $149,231 - $155,444	3,122 Added 10.47%	32,953 $1.61 Million
Q1 2025 Apr 28, 2025	SELL	$49.19 - $50.86 $377,680 - $390,503	-7,678 Reduced 20.47%	29,831 $1.48 Million
Q4 2024 Jan 17, 2025	BUY	$49.94 - $51.44 $58,579 - $60,339	1,173 Added 3.23%	37,509 $1.88 Million
Q3 2024 Oct 25, 2024	SELL	$50.16 - $51.43 $93,849 - $96,225	-1,871 Reduced 4.9%	36,336 $1.87 Million
Q2 2024 Jul 30, 2024	SELL	$49.73 - $50.54 $428,921 - $435,907	-8,625 Reduced 18.42%	38,207 $1.92 Million
Q1 2024 May 02, 2024	BUY	$50.35 - $51.11 $282,413 - $286,675	5,609 Added 13.61%	46,832 $2.37 Million
Q4 2023 Jan 12, 2024	BUY	$47.22 - $51.02 $1.32 Million - $1.43 Million	27,959 Added 210.79%	41,223 $2.1 Million
Q3 2023 Nov 13, 2023	BUY	$47.95 - $50.33 $196,786 - $206,554	4,104 Added 44.8%	13,264 $636,000
Q2 2023 Jul 31, 2023	BUY	$49.22 - $50.79 $196 - $203	4 Added 0.04%	9,160 $458,000
Q1 2023 Apr 11, 2023	BUY	$49.09 - $50.78 $49,679 - $51,389	1,012 Added 12.43%	9,156 $461,000
Q4 2022 Jan 12, 2023	BUY	$47.14 - $49.7 $72,312 - $76,239	1,534 Added 23.21%	8,144 $0
Q3 2022 Nov 03, 2022	SELL	$47.67 - $51.14 $174,281 - $186,967	-3,656 Reduced 35.61%	6,610 $315,000
Q2 2022 Aug 15, 2022	SELL	$49.15 - $51.57 $3,981 - $4,177	-81 Reduced 0.78%	10,266 $512,000
Q1 2022 May 09, 2022	BUY	$51.47 - $55.25 $89,094 - $95,637	1,731 Added 20.09%	10,347 $534,000
Q3 2021 Nov 15, 2021	BUY	$55.11 - $55.92 $39,734 - $40,318	721 Added 9.13%	8,616 $475,000
Q2 2021 Aug 12, 2021	BUY	$54.62 - $55.7 $18,352 - $18,715	336 Added 4.45%	7,895 $439,000
Q1 2021 May 13, 2021	BUY	$54.31 - $55.48 $410,529 - $419,373	7,559 New	7,559 $413,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.66M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

More about TAXF

Track This Portfolio

Portfolio Update

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

News

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

Account

Mutual Advisors, LLC American Centy ETF Tr Diversif Transaction History