U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 83,646 shares of TAXF stock, worth $4.08 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
83,646
Previous 62,063 34.78%
Holding current value
$4.08 Million
Previous $3.07 Million 33.29%
% of portfolio
0.13%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$47.8 - $49.79 $1.03 Million - $1.07 Million
21,583 Added 34.78%
83,646 $4.09 Million
Q1 2025

Apr 29, 2025
BUY
$49.19 - $50.86 $195,087 - $201,710
3,966 Added 6.83%
62,063 $3.07 Million
Q4 2024

Jan 24, 2025
BUY
$49.94 - $51.44 $171,743 - $176,902
3,439 Added 6.29%
58,097 $2.91 Million
Q3 2024

Oct 22, 2024
BUY
$50.16 - $51.43 $161,816 - $165,913
3,226 Added 6.27%
54,658 $2.81 Million
Q2 2024

Jul 11, 2024
BUY
$49.73 - $50.54 $793,143 - $806,062
15,949 Added 44.95%
51,432 $2.59 Million
Q1 2024

May 10, 2024
BUY
$50.35 - $51.11 $479,029 - $486,260
9,514 Added 36.64%
35,483 $1.79 Million
Q4 2023

Feb 06, 2024
BUY
$47.22 - $51.02 $913,376 - $986,879
19,343 Added 291.93%
25,969 $1.32 Million
Q3 2023

Oct 19, 2023
BUY
$47.95 - $50.33 $317,716 - $333,486
6,626 New
6,626 $317,000

Others Institutions Holding TAXF

# of Institutions
95
Shares Held
7.97M
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
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