Steward Partners Investment Advisory, LLC American Centy ETF Tr Diversif Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 51 shares of TAXF stock, worth $2,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 629
91.89%
Holding current value
$2,492
Previous $31,000
93.55%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.49MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.88MShares$91.9 Million0.03% of portfolio
-
Cwm, LLC1.08MShares$52.8 Million0.21% of portfolio
-
Cx Institutional638KShares$31.2 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$26.9 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI431KShares$21.1 Million3.12% of portfolio