Mutual Advisors, LLC American Centy ETF Tr Diversif Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Mutual Advisors, LLC holds 37,509 shares of TAXF stock, worth $1.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

37,509

Previous 36,336 3.23%

Holding current value

$1.87 Million

Previous $1.87 Million 0.64%

% of portfolio

0.06%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$49.94 - $51.44 $58,579 - $60,339	1,173 Added 3.23%	37,509 $1.88 Million
Q3 2024 Oct 25, 2024	SELL	$50.16 - $51.43 $93,849 - $96,225	-1,871 Reduced 4.9%	36,336 $1.87 Million
Q2 2024 Jul 30, 2024	SELL	$49.73 - $50.54 $428,921 - $435,907	-8,625 Reduced 18.42%	38,207 $1.92 Million
Q1 2024 May 02, 2024	BUY	$50.35 - $51.11 $282,413 - $286,675	5,609 Added 13.61%	46,832 $2.37 Million
Q4 2023 Jan 12, 2024	BUY	$47.22 - $51.02 $1.32 Million - $1.43 Million	27,959 Added 210.79%	41,223 $2.1 Million
Q3 2023 Nov 13, 2023	BUY	$47.95 - $50.33 $196,786 - $206,554	4,104 Added 44.8%	13,264 $636,000
Q2 2023 Jul 31, 2023	BUY	$49.22 - $50.79 $196 - $203	4 Added 0.04%	9,160 $458,000
Q1 2023 Apr 11, 2023	BUY	$49.09 - $50.78 $49,679 - $51,389	1,012 Added 12.43%	9,156 $461,000
Q4 2022 Jan 12, 2023	BUY	$47.14 - $49.7 $72,312 - $76,239	1,534 Added 23.21%	8,144 $0
Q3 2022 Nov 03, 2022	SELL	$47.67 - $51.14 $174,281 - $186,967	-3,656 Reduced 35.61%	6,610 $315,000
Q2 2022 Aug 15, 2022	SELL	$49.15 - $51.57 $3,981 - $4,177	-81 Reduced 0.78%	10,266 $512,000
Q1 2022 May 09, 2022	BUY	$51.47 - $55.25 $89,094 - $95,637	1,731 Added 20.09%	10,347 $534,000
Q3 2021 Nov 15, 2021	BUY	$55.11 - $55.92 $39,734 - $40,318	721 Added 9.13%	8,616 $475,000
Q2 2021 Aug 12, 2021	BUY	$54.62 - $55.7 $18,352 - $18,715	336 Added 4.45%	7,895 $439,000
Q1 2021 May 13, 2021	BUY	$54.31 - $55.48 $410,529 - $419,373	7,559 New	7,559 $413,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.38M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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Mutual Advisors, LLC American Centy ETF Tr Diversif Transaction History