Altus Wealth Group LLC American Centy ETF Tr Diversif Transaction History

Altus Wealth Group LLC

  • $221 Million
  • Q4 2024

A detailed history of Altus Wealth Group LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Altus Wealth Group LLC holds 8,316 shares of TAXF stock, worth $414,386. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,316
Previous 6,647 25.11%
Holding current value
$414,386
Previous $341,000 21.99%
% of portfolio
0.19%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$49.94 - $51.44 $83,349 - $85,853
1,669 Added 25.11%
8,316 $416,000
Q3 2024

Oct 22, 2024
SELL
$50.16 - $51.43 $16,853 - $17,280
-336 Reduced 4.81%
6,647 $341,000
Q2 2024

Aug 05, 2024
SELL
$49.73 - $50.54 $31,976 - $32,497
-643 Reduced 8.43%
6,983 $351,000
Q1 2024

May 02, 2024
SELL
$50.35 - $51.11 $503,701 - $511,304
-10,004 Reduced 56.74%
7,626 $385,000
Q4 2023

Jan 29, 2024
SELL
$47.22 - $51.02 $4,060 - $4,387
-86 Reduced 0.49%
17,630 $898,000
Q3 2023

Nov 13, 2023
BUY
$47.95 - $50.33 $46,703 - $49,021
974 Added 5.82%
17,716 $849,000
Q2 2023

Aug 03, 2023
SELL
$49.22 - $50.79 $16,833 - $17,370
-342 Reduced 2.0%
16,742 $837,000
Q1 2023

May 01, 2023
BUY
$49.09 - $50.78 $368,420 - $381,103
7,505 Added 78.35%
17,084 $860,000
Q4 2022

Jan 18, 2023
BUY
$47.14 - $49.7 $451,554 - $476,076
9,579 New
9,579 $0
Q3 2021

Nov 08, 2021
SELL
$55.11 - $55.92 $63,707 - $64,643
-1,156 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$54.62 - $55.7 $63,140 - $64,389
1,156 New
1,156 $64,000

Others Institutions Holding TAXF

# of Institutions
94
Shares Held
8.38M
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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