Lodestone Wealth Management LLC American Centy ETF Tr Diversif Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

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 10,875 shares of TAXF stock, worth $546,795. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,875

Previous 11,104 2.06%

Holding current value

$546,795

Previous $571 Million 4.5%

% of portfolio

0.27%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

7.61M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC American Centy ETF Tr Diversif Transaction History