Institutional shares held 7.62 Million
0 calls
0 puts
Total value of holdings $381M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in TAXF

Top Purchases

Q4 2024
Cx Institutional Shares Held: 619K ($31M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 106K ($5.31M)
Q4 2024
Goldstein Advisors, LLC Shares Held: 420K ($21M)
Q4 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 58.1K ($2.91M)
Q4 2024
Certified Advisory Corp Shares Held: 58.4K ($2.93M)

Top Sells

Q4 2024
Garrett Investment Advisors LLC Shares Held: 5.01K ($251K)
Q4 2024
Stewardship Advisors, LLC Shares Held: 14.4K ($720K)
Q4 2024
First Affirmative Financial Network Shares Held: 11.8K ($593K)
Q4 2024
Mc Adam, LLC Shares Held: 4.12K ($206K)
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 5.4K ($271K)

About TAXF

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