Aprio Wealth Management, LLC American Centy ETF Tr Diversif Transaction History
Aprio Wealth Management, LLC
- $1.27 Billion
- Q4 2025
A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 18,234 shares of TAXF stock, worth $919,905. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,234Holding current value
$919,905% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding TAXF
# of Institutions
108Shares Held
8.36MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$108 Million0.03% of portfolio
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Cwm, LLC1.39MShares$70.1 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC620KShares$31.3 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI398KShares$20.1 Million2.43% of portfolio
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Cx Institutional394KShares$19.9 Million0.6% of portfolio