Stewardship Advisors, LLC American Centy ETF Tr Diversif Transaction History

Stewardship Advisors, LLC

  • $341 Million
  • Q4 2024

A detailed history of Stewardship Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Stewardship Advisors, LLC holds 14,373 shares of TAXF stock, worth $722,674. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,373
Previous 15,565 7.66%
Holding current value
$722,674
Previous $800,000 10.0%
% of portfolio
0.21%
Previous 0.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$49.94 - $51.44 $59,528 - $61,316
-1,192 Reduced 7.66%
14,373 $720,000
Q3 2024

Oct 21, 2024
SELL
$50.16 - $51.43 $3,059 - $3,137
-61 Reduced 0.39%
15,565 $800,000
Q2 2024

Jul 10, 2024
SELL
$49.73 - $50.54 $629,979 - $640,240
-12,668 Reduced 44.77%
15,626 $786,000
Q1 2024

Apr 17, 2024
SELL
$50.35 - $51.11 $6.49 Million - $6.58 Million
-128,812 Reduced 81.99%
28,294 $1.43 Million
Q4 2023

Jan 10, 2024
BUY
$47.22 - $51.02 $1,369 - $1,479
29 Added 0.02%
157,106 $8.01 Million
Q3 2023

Oct 11, 2023
BUY
$47.95 - $50.33 $59,170 - $62,107
1,234 Added 0.79%
157,077 $7.53 Million
Q2 2023

Jul 10, 2023
BUY
$49.22 - $50.79 $277,945 - $286,811
5,647 Added 3.76%
155,843 $7.79 Million
Q1 2023

Apr 12, 2023
BUY
$49.09 - $50.78 $5.29 Million - $5.47 Million
107,751 Added 253.86%
150,196 $7.56 Million
Q4 2022

Jan 13, 2023
BUY
$47.14 - $49.7 $417,990 - $440,689
8,867 Added 26.41%
42,445 $0
Q3 2022

Oct 11, 2022
BUY
$47.67 - $51.14 $305,707 - $327,960
6,413 Added 23.61%
33,578 $1.6 Million
Q2 2022

Jul 11, 2022
SELL
$49.15 - $51.57 $92,352 - $96,900
-1,879 Reduced 6.47%
27,165 $1.35 Million
Q1 2022

Apr 11, 2022
BUY
$51.47 - $55.25 $948,128 - $1.02 Million
18,421 Added 173.41%
29,044 $1.5 Million
Q4 2021

Jan 14, 2022
BUY
$54.76 - $55.4 $11,499 - $11,634
210 Added 2.02%
10,623 $587,000
Q3 2021

Oct 19, 2021
BUY
$55.11 - $55.92 $50,701 - $51,446
920 Added 9.69%
10,413 $574,000
Q2 2021

Jul 16, 2021
BUY
$54.62 - $55.7 $40,691 - $41,496
745 Added 8.52%
9,493 $527,000
Q1 2021

Apr 20, 2021
BUY
$54.31 - $55.48 $27,643 - $28,239
509 Added 6.18%
8,748 $478,000
Q4 2020

Jan 19, 2021
BUY
$53.23 - $54.65 $202,433 - $207,833
3,803 Added 85.73%
8,239 $450,000
Q1 2020

Apr 23, 2020
SELL
$47.56 - $54.91 $27,394 - $31,628
-576 Reduced 11.49%
4,436 $228,000
Q4 2019

Feb 12, 2020
BUY
$52.43 - $53.14 $262,779 - $266,337
5,012 New
5,012 $265,000

Others Institutions Holding TAXF

# of Institutions
80
Shares Held
7.61M
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
Track This Portfolio

Track Stewardship Advisors, LLC Portfolio

Follow Stewardship Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stewardship Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stewardship Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email