Private Trust CO Na American Centy ETF Tr Diversif Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Private Trust CO Na holds 5,996 shares of TAXF stock, worth $302,018. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,996
Previous 7,574
20.83%
Holding current value
$302,018
Previous $370,000
18.65%
% of portfolio
0.03%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.66MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$107 Million0.03% of portfolio
-
Cwm, LLC1.34MShares$67.4 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$33.6 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI398KShares$20 Million2.43% of portfolio
-
Cx Institutional394KShares$19.8 Million0.6% of portfolio