Sunpointe, LLC American Centy ETF Tr Diversif Transaction History

Sunpointe, LLC

$122 Billion
Q3 2024

A detailed history of Sunpointe, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Sunpointe, LLC holds 13,966 shares of TAXF stock, worth $700,255. This represents 0.59% of its overall portfolio holdings.

Number of Shares

13,966

Holding current value

$700,255

% of portfolio

0.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$50.16 - $51.43 $700,534 - $718,271	13,966 New	13,966 $718 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.4M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.01M
Shares

$101 Million
0.03% of portfolio
Cwm, LLC

960K
Shares

$48.1 Million
0.21% of portfolio
Cx Institutional

509K
Shares

$25.5 Million
1.17% of portfolio
Lpl Financial LLC Fort Mill, SC

504K
Shares

$25.3 Million
0.01% of portfolio
Goldstein Advisors, LLC Madison, WI

383K
Shares

$19.2 Million
2.99% of portfolio

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

More about TAXF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sunpointe, LLC with notifications on news.

Account