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
Others Institutions Holding TAXF
# of Institutions
94Shares Held
8.38MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$96.9 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$51.6 Million0.22% of portfolio
-
Cx Institutional619KShares$30.8 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$27.7 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$20.9 Million3.06% of portfolio