Iht Wealth Management, LLC American Centy ETF Tr Diversif Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Iht Wealth Management, LLC holds 76,797 shares of TAXF stock, worth $3.88 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
76,797
Previous 61,392 25.09%
Holding current value
$3.88 Million
Previous $3.1 Million 24.62%
% of portfolio
0.15%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$49.73 - $50.54 $766,090 - $778,568
15,405 Added 25.09%
76,797 $3.87 Million
Q1 2024

May 15, 2024
SELL
$50.35 - $51.11 $34,691 - $35,214
-689 Reduced 1.11%
61,392 $3.1 Million
Q4 2023

Feb 14, 2024
BUY
$47.22 - $51.02 $116,350 - $125,713
2,464 Added 4.13%
62,081 $3.16 Million
Q3 2023

Nov 14, 2023
BUY
$47.95 - $50.33 $126,875 - $133,173
2,646 Added 4.64%
59,617 $2.86 Million
Q2 2023

Aug 14, 2023
SELL
$49.22 - $50.79 $36,816 - $37,990
-748 Reduced 1.3%
56,971 $2.85 Million
Q1 2023

May 15, 2023
SELL
$49.09 - $50.78 $90,472 - $93,587
-1,843 Reduced 3.09%
57,719 $2.91 Million
Q4 2022

Feb 14, 2023
BUY
$47.14 - $49.7 $429,209 - $452,518
9,105 Added 18.05%
59,562 $2.91 Million
Q3 2022

Nov 22, 2022
BUY
$47.67 - $51.14 $70,313 - $75,431
1,475 Added 3.01%
50,457 $2.41 Million
Q2 2022

Aug 15, 2022
BUY
$49.15 - $51.57 $2.11 Million - $2.21 Million
42,840 Added 697.49%
48,982 $2.44 Million
Q1 2022

May 16, 2022
BUY
$51.47 - $55.25 $92,903 - $99,726
1,805 Added 41.62%
6,142 $317,000
Q4 2021

Feb 14, 2022
BUY
$54.76 - $55.4 $821 - $831
15 Added 0.35%
4,337 $240,000
Q3 2021

Nov 15, 2021
BUY
$55.11 - $55.92 $238,185 - $241,686
4,322 New
4,322 $238,000

Others Institutions Holding TAXF

# of Institutions
81
Shares Held
7.09M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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