Institutional shares held 7.4 Million
0 calls
0 puts
Total value of holdings $370M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in TAXF

Top Purchases

Q3 2024
Cwm, LLC Shares Held: 960K ($48.1M)
Q3 2024
Lpl Financial LLC Shares Held: 504K ($25.2M)
Q3 2024
Morgan Stanley Shares Held: 354K ($17.7M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 2.01M ($100M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 78.5K ($3.93M)

Top Sells

Q3 2024
Core Wealth Advisors, Inc. Shares Held: 31.8K ($1.59M)
Q3 2024
Resources Investment Advisors, Llc. Shares Held: 139K ($6.95M)
Q3 2024
Cnb Bank Shares Held: 22.3K ($1.12M)
Q3 2024
Good Life Advisors, LLC Shares Held: 20K ($999K)
Q3 2024
Merit Financial Group, LLC Shares Held: 7.79K ($390K)

About TAXF

Track Institutional and Insider Activities on TAXF

Follow AMERICAN CENTY ETF TR DIVERSIF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells TAXF shares.

Notify only if

Insider Trading

Get notified when an American Centy ETF Tr Diversif insider buys or sells TAXF shares.

Notify only if

News

Receive news related to AMERICAN CENTY ETF TR DIVERSIF

Track Activities on TAXF