Regimen Wealth, LLC American Centy ETF Tr Diversif Transaction History

Regimen Wealth, LLC

$288 Billion
Q1 2024

A detailed history of Regimen Wealth, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Regimen Wealth, LLC holds 7,070 shares of TAXF stock, worth $359,085. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,070

Previous 5,462 29.44%

Holding current value

$359,085

Previous $278 Million 28.4%

% of portfolio

0.12%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$50.35 - $51.11 $80,962 - $82,184	1,608 Added 29.44%	7,070 $357 Million
Q4 2023 Feb 13, 2024	BUY	$47.22 - $51.02 $2,833 - $3,061	60 Added 1.11%	5,462 $278 Million
Q3 2023 Nov 13, 2023	BUY	$47.95 - $50.33 $1,870 - $1,962	39 Added 0.73%	5,402 $259 Million
Q2 2023 Aug 08, 2023	BUY	$49.22 - $50.79 $1,919 - $1,980	39 Added 0.73%	5,363 $268 Million
Q1 2023 May 05, 2023	BUY	$49.09 - $50.78 $10,063 - $10,409	205 Added 4.0%	5,324 $268 Million

Q4 2022 Feb 06, 2023	BUY	$47.25 - $49.7 $241,872 - $254,414	5,119 New	5,119 $250 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

6.87M

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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Regimen Wealth, LLC American Centy ETF Tr Diversif Transaction History