Sage View Advisory Group, LLC American Centy ETF Tr Diversif Transaction History

Sage View Advisory Group, LLC

  • $1.98 Trillion
  • Q1 2024

A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,227 shares of TAXF stock, worth $621,009. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,227
Previous 12,165 0.51%
Holding current value
$621,009
Previous $617 Million 0.1%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$50.35 - $51.11 $3,121 - $3,168
62 Added 0.51%
12,227 $618 Million
Q4 2023

Feb 09, 2024
SELL
$47.22 - $51.02 $16,054 - $17,346
-340 Reduced 2.72%
12,165 $617 Million
Q3 2023

Nov 02, 2023
SELL
$47.95 - $50.33 $32,606 - $34,224
-680 Reduced 5.16%
12,505 $600 Million
Q2 2023

Aug 11, 2023
BUY
$49.22 - $50.79 $648,965 - $669,666
13,185 New
13,185 $659 Million

Others Institutions Holding TAXF

# of Institutions
79
Shares Held
6.86M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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