Financial Advocates Investment Management American Centy ETF Tr Diversif Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Financial Advocates Investment Management holds 35,388 shares of TAXF stock, worth $1.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

35,388

Previous 32,313 9.52%

Holding current value

$1.79 Million

Previous $1.63 Million 11.8%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$50.16 - $51.43 $154,242 - $158,147	3,075 Added 9.52%	35,388 $1.82 Million
Q2 2024 Jul 26, 2024	BUY	$49.73 - $50.54 $162,816 - $165,467	3,274 Added 11.27%	32,313 $1.63 Million
Q1 2024 May 01, 2024	BUY	$50.35 - $51.11 $389,557 - $395,438	7,737 Added 36.32%	29,039 $1.47 Million
Q4 2023 Feb 08, 2024	BUY	$47.22 - $51.02 $159,650 - $172,498	3,381 Added 18.87%	21,302 $1.09 Million
Q3 2023 Oct 27, 2023	BUY	$47.95 - $50.33 $211,459 - $221,955	4,410 Added 32.64%	17,921 $859,000
Q2 2023 Aug 07, 2023	BUY	$49.22 - $50.79 $367,673 - $379,401	7,470 Added 123.66%	13,511 $675,000
Q1 2023 May 11, 2023	BUY	$49.09 - $50.78 $296,552 - $306,761	6,041 New	6,041 $304,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.08M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Financial Advocates Investment Management American Centy ETF Tr Diversif Transaction History