A detailed history of Merit Financial Group, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Merit Financial Group, LLC holds 7,788 shares of TAXF stock, worth $389,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,788
Previous 12,784 39.08%
Holding current value
$389,867
Previous $643,000 37.79%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$50.16 - $51.43 $250,599 - $256,944
-4,996 Reduced 39.08%
7,788 $400,000
Q3 2023

Nov 07, 2023

SELL
$47.95 - $50.33 $34,955 - $36,690
-729 Reduced 5.39%
12,784 $612,000
Q2 2023

Aug 01, 2023

SELL
$49.22 - $50.79 $116,159 - $119,864
-2,360 Reduced 14.87%
13,513 $675,000
Q1 2023

Apr 24, 2023

SELL
$49.09 - $50.78 $8,296 - $8,581
-169 Reduced 1.05%
15,873 $799,000
Q4 2022

Jan 13, 2023

SELL
$47.14 - $49.7 $1.65 Million - $1.73 Million
-34,906 Reduced 68.51%
16,042 $0
Q3 2022

Oct 31, 2022

SELL
$47.67 - $51.14 $254,081 - $272,576
-5,330 Reduced 9.47%
50,948 $2.43 Million
Q2 2022

Aug 08, 2022

BUY
$49.15 - $51.57 $2.05 Million - $2.15 Million
41,690 Added 285.78%
56,278 $2.81 Million
Q4 2021

Feb 14, 2022

BUY
$54.76 - $55.4 $99,663 - $100,828
1,820 Added 14.25%
14,588 $806,000
Q3 2021

Oct 27, 2021

BUY
$55.11 - $55.92 $165,330 - $167,760
3,000 Added 30.71%
12,768 $704,000
Q2 2021

Aug 16, 2021

BUY
$54.62 - $55.7 $90,123 - $91,905
1,650 Added 20.33%
9,768 $543,000
Q1 2021

May 18, 2021

BUY
$54.31 - $55.48 $108,620 - $110,960
2,000 Added 32.69%
8,118 $443,000
Q1 2020

May 05, 2020

BUY
$47.56 - $54.91 $290,972 - $335,939
6,118 New
6,118 $315,000

Others Institutions Holding TAXF

About AMERICAN CENTY ETF TR DIVERSIF


  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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