Dynamic Advisor Solutions LLC American Centy ETF Tr Diversif Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 127,063 shares of TAXF stock, worth $6.41 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
127,063
Previous 120,649
5.32%
Holding current value
$6.41 Million
Previous $6.06 Million
5.78%
% of portfolio
0.22%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding TAXF
# of Institutions
103Shares Held
8.19MCall 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