Capital Analysts, LLC American Centy ETF Tr Diversif Transaction History

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Capital Analysts, LLC holds 1,446 shares of TAXF stock, worth $72,950. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,446

Holding current value

$72,950

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$48.42 - $50.27 $70,015 - $72,690	1,446 New	1,446 $73,000

Others Institutions Holding TAXF

# of Institutions

103

Shares Held

8.18M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.13M
Shares

$108 Million
0.03% of portfolio
Cwm, LLC

1.34M
Shares

$67.5 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

620K
Shares

$31.3 Million
0.01% of portfolio
Goldstein Advisors, LLC Madison, WI

398K
Shares

$20.1 Million
2.43% of portfolio
Cx Institutional

394K
Shares

$19.9 Million
0.6% of portfolio

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

More about TAXF

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Capital Analysts, LLC American Centy ETF Tr Diversif Transaction History