Westside Investment Management, Inc. American Centy ETF Tr Diversif Transaction History

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025

A detailed history of Westside Investment Management, Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Westside Investment Management, Inc. holds 16,400 shares of TAXF stock, worth $820,820. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,400
Previous 15,600 5.13%
Holding current value
$820,820
Previous $772 Million 3.96%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Aug 05, 2025
BUY
$47.8 - $49.79 $38,240 - $39,832
800 Added 5.13%
16,400 $802 Million
Q1 2025

Apr 25, 2025
BUY
$49.19 - $50.86 $39,352 - $40,688
800 Added 5.41%
15,600 $772 Million
Q4 2023

Jan 12, 2024
BUY
$47.22 - $51.02 $179,436 - $193,876
3,800 Added 34.55%
14,800 $754 Million
Q4 2022

Jan 31, 2023
BUY
$47.14 - $49.7 $518,540 - $546,700
11,000 New
11,000 $538,000

Others Institutions Holding TAXF

# of Institutions
97
Shares Held
8.35M
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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