Lifeworks Advisors, LLC American Centy ETF Tr Diversif Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,059 shares of TAXF stock, worth $401,579. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,059
Previous 8,059
-0.0%
Holding current value
$401,579
Previous $414,000
2.42%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
94Shares Held
8.38MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$96.9 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$51.6 Million0.22% of portfolio
-
Cx Institutional619KShares$30.8 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$27.7 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$20.9 Million3.06% of portfolio