Lodestone Wealth Management LLC American Centy ETF Tr Diversif Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 9,547 shares of TAXF stock, worth $481,646. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,547
Previous 10,579 9.76%
Holding current value
$481,646
Previous $523 Million 8.39%
% of portfolio
0.22%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$48.42 - $50.27 $49,969 - $51,878
-1,032 Reduced 9.76%
9,547 $480 Million
Q1 2025

Apr 28, 2025
SELL
$49.19 - $50.86 $14,560 - $15,054
-296 Reduced 2.72%
10,579 $523 Million
Q4 2024

Jan 30, 2025
SELL
$49.94 - $51.44 $11,436 - $11,779
-229 Reduced 2.06%
10,875 $545 Million
Q3 2024

Oct 29, 2024
BUY
$50.16 - $51.43 $4,213 - $4,320
84 Added 0.76%
11,104 $571 Million
Q2 2024

Jul 16, 2024
SELL
$49.73 - $50.54 $123,976 - $125,996
-2,493 Reduced 18.45%
11,020 $555 Million
Q1 2024

Apr 30, 2024
BUY
$50.35 - $51.11 $3,071 - $3,117
61 Added 0.45%
13,513 $683 Million
Q4 2023

Jan 24, 2024
BUY
$47.22 - $51.02 $5,855 - $6,326
124 Added 0.93%
13,452 $685 Million
Q3 2023

Oct 20, 2023
SELL
$47.95 - $50.33 $11,220 - $11,777
-234 Reduced 1.73%
13,328 $639 Million
Q2 2023

Jul 25, 2023
BUY
$49.22 - $50.79 $787 - $812
16 Added 0.12%
13,562 $678 Million
Q1 2023

May 15, 2023
SELL
$49.09 - $50.78 $32,006 - $33,108
-652 Reduced 4.59%
13,546 $682 Million
Q4 2022

Feb 09, 2023
BUY
$47.14 - $49.7 $669,293 - $705,640
14,198 New
14,198 $695 Million

Others Institutions Holding TAXF

# of Institutions
103
Shares Held
8.18M
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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