Wcg Wealth Advisors LLC American Centy ETF Tr Diversif Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 16,733 shares of TAXF stock, worth $841,167. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,733

Holding current value

$841,167

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$49.94 - $51.44 $835,646 - $860,745	16,733 New	16,733 $838,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.33M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.95M
Shares

$97.8 Million
0.03% of portfolio
Cwm, LLC

1.04M
Shares

$52.1 Million
0.22% of portfolio
Cx Institutional

619K
Shares

$31.1 Million
1.24% of portfolio
Lpl Financial LLC Fort Mill, SC

556K
Shares

$27.9 Million
0.01% of portfolio
Goldstein Advisors, LLC Madison, WI

420K
Shares

$21.1 Million
3.06% of portfolio

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

More about TAXF

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Wcg Wealth Advisors LLC American Centy ETF Tr Diversif Transaction History