Melone Private Wealth, LLC American Centy ETF Tr Diversif Transaction History
Melone Private Wealth, LLC
- $233 Million
- Q4 2025
A detailed history of Melone Private Wealth, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Melone Private Wealth, LLC holds 16,300 shares of TAXF stock, worth $822,335. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,300
Previous 8,876
83.64%
Holding current value
$822,335
Previous $445,000
84.72%
% of portfolio
0.35%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
103Shares Held
8.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$108 Million0.03% of portfolio
-
Cwm, LLC1.34MShares$67.5 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC620KShares$31.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI398KShares$20.1 Million2.43% of portfolio
-
Cx Institutional394KShares$19.9 Million0.6% of portfolio