New Edge Advisors, LLC American Centy ETF Tr Diversif Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

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 69,522 shares of TAXF stock, worth $3.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

69,522

Previous 63,977 8.67%

Holding current value

$3.4 Million

Previous $3.21 Million 7.23%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$49.19 - $50.86 $272,758 - $282,018	5,545 Added 8.67%	69,522 $3.44 Million
Q4 2024 Feb 13, 2025	BUY	$49.94 - $51.44 $246,304 - $253,702	4,932 Added 8.35%	63,977 $3.21 Million
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

# of Institutions

Shares Held

8.1M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

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New Edge Advisors, LLC American Centy ETF Tr Diversif Transaction History