Altus Wealth Group LLC American Centy ETF Tr Diversif Transaction History
Altus Wealth Group LLC
- $235 Million
- Q3 2025
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 9,133 shares of TAXF stock, worth $460,759. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,133
Previous 8,217
11.15%
Holding current value
$460,759
Previous $402,000
13.93%
% of portfolio
0.19%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding TAXF
# of Institutions
103Shares Held
8.18MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$108 Million0.03% of portfolio
-
Cwm, LLC1.34MShares$67.5 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC620KShares$31.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI398KShares$20.1 Million2.43% of portfolio
-
Cx Institutional394KShares$19.9 Million0.6% of portfolio