Savvy Advisors, Inc. American Centy ETF Tr Diversif Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Savvy Advisors, Inc. holds 17,235 shares of TAXF stock, worth $841,412. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,235

Holding current value

$841,412

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$47.8 - $49.79 $823,833 - $858,130	17,235 New	17,235 $843,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.23M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.13M
Shares

$104 Million
0.03% of portfolio
Cwm, LLC

1.12M
Shares

$54.8 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

551K
Shares

$26.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

413K
Shares

$20.2 Million
0.0% of portfolio
Goldstein Advisors, LLC Madison, WI

412K
Shares

$20.1 Million
2.71% of portfolio

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

More about TAXF

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Savvy Advisors, Inc. American Centy ETF Tr Diversif Transaction History