U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 2024
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 51,432 shares of TAXF stock, worth $2.63 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
51,432
Previous 35,483
44.95%
Holding current value
$2.63 Million
Previous $1.79 Million
44.45%
% of portfolio
0.11%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
6.84MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$98.9 Million0.03% of portfolio
-
Cwm, LLC767KShares$39.2 Million0.18% of portfolio
-
Cx Institutional496KShares$25.3 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI363KShares$18.5 Million3.06% of portfolio