A detailed history of New Edge Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, New Edge Advisors, LLC holds 59,045 shares of TAXF stock, worth $2.99 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,045
Previous 60,000 1.59%
Holding current value
$2.99 Million
Previous $3.02 Million 0.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$50.16 - $51.43 $47,902 - $49,115
-955 Reduced 1.59%
59,045 $3.04 Million
Q2 2024

Aug 15, 2024

BUY
$49.73 - $50.54 $2.28 Million - $2.32 Million
45,882 Added 324.99%
60,000 $3.02 Million
Q1 2024

May 14, 2024

BUY
$50.35 - $51.11 $30,210 - $30,666
600 Added 4.44%
14,118 $713,000
Q4 2023

Feb 13, 2024

BUY
$47.22 - $51.02 $184,913 - $199,794
3,916 Added 40.78%
13,518 $688,000
Q3 2023

Nov 14, 2023

BUY
$47.95 - $50.33 $24,790 - $26,020
517 Added 5.69%
9,602 $460,000
Q2 2023

Aug 14, 2023

BUY
$49.22 - $50.79 $447,163 - $461,427
9,085 New
9,085 $454,000

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.