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

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

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 15,166 shares of TAXF stock, worth $735,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,166

Previous 15,694 3.36%

Holding current value

$735,247

Previous $787 Million 4.63%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$49.19 - $50.86 $25,972 - $26,854	-528 Reduced 3.36%	15,166 $750 Million
Q4 2024 Feb 13, 2025	BUY	$49.94 - $51.44 $176,787 - $182,097	3,540 Added 29.13%	15,694 $787 Million
Q3 2024 Nov 14, 2024	SELL	$50.16 - $51.43 $8,577 - $8,794	-171 Reduced 1.39%	12,154 $625 Million
Q2 2024 Aug 14, 2024	BUY	$49.73 - $50.54 $4,873 - $4,952	98 Added 0.8%	12,325 $621 Million
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

Shares Held

8.48M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

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