Integrated Wealth Concepts LLC American Centy ETF Tr Diversif Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,150 shares of TAXF stock, worth $209,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,150
Previous 5,291 21.56%
Holding current value
$209,367
Previous $258,000 19.38%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$48.42 - $50.27 $55,247 - $57,358
-1,141 Reduced 21.56%
4,150 $208,000
Q2 2025

Aug 14, 2025
BUY
$47.8 - $49.79 $252,909 - $263,438
5,291 New
5,291 $258,000

Others Institutions Holding TAXF

# of Institutions
103
Shares Held
8.18M
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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