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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$50.35 - $51.11 $48,587 - $49,321
-965 Reduced 10.69%
8,059 $407,000
Q1 2023

May 15, 2023
BUY
$49.09 - $50.78 $442,988 - $458,238
9,024 New
9,024 $454,000

Others Institutions Holding TAXF

# of Institutions
94
Shares Held
8.38M
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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