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

Landmark Wealth Management, LLC

$226 Million
Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 57,211 shares of TAXF stock, worth $2.87 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

57,211

Previous 55,519 3.05%

Holding current value

$2.87 Million

Previous $2.86 Million 0.49%

% of portfolio

1.27%

Previous 1.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$49.94 - $51.44 $84,498 - $87,036	1,692 Added 3.05%	57,211 $2.87 Million
Q3 2024 Oct 30, 2024	BUY	$50.16 - $51.43 $11,336 - $11,623	226 Added 0.41%	55,519 $2.86 Million
Q2 2024 Jul 25, 2024	BUY	$49.73 - $50.54 $251,136 - $255,227	5,050 Added 10.05%	55,293 $2.79 Million
Q1 2024 Apr 24, 2024	BUY	$50.35 - $51.11 $114,798 - $116,530	2,280 Added 4.75%	50,243 $2.54 Million
Q4 2023 Jan 22, 2024	BUY	$47.22 - $51.02 $640,019 - $691,525	13,554 Added 39.39%	47,963 $2.44 Million
Q3 2023 Oct 13, 2023	BUY	$47.95 - $50.33 $1.65 Million - $1.73 Million	34,409 New	34,409 $1.65 Million
Q1 2023 Apr 17, 2023	BUY	$49.09 - $50.78 $567,578 - $587,118	11,562 Added 44.98%	37,265 $1.88 Million
Q4 2022 Jan 20, 2023	SELL	$47.14 - $49.7 $147,972 - $156,008	-3,139 Reduced 10.88%	25,703 $1.26 Million
Q3 2022 Oct 24, 2022	BUY	$47.67 - $51.14 $1.37 Million - $1.47 Million	28,842 New	28,842 $1.38 Million
Q2 2022 Jul 21, 2022	SELL	$49.15 - $51.57 $1.57 Million - $1.64 Million	-31,858 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$51.47 - $55.25 $533,074 - $572,224	10,357 Added 48.17%	31,858 $1.65 Million
Q4 2021 Jan 27, 2022	BUY	$54.76 - $55.4 $1.18 Million - $1.19 Million	21,501 New	21,501 $1,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.62M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Landmark Wealth Management, LLC American Centy ETF Tr Diversif Transaction History