One Ascent Financial Services LLC American Centy ETF Tr Diversif Transaction History

One Ascent Financial Services LLC

  • $718 Million
  • Q2 2024

A detailed history of One Ascent Financial Services LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, One Ascent Financial Services LLC holds 30,771 shares of TAXF stock, worth $1.56 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
30,771
Previous 29,889 2.95%
Holding current value
$1.56 Million
Previous $1.51 Million 2.58%
% of portfolio
0.22%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$49.73 - $50.54 $43,861 - $44,576
882 Added 2.95%
30,771 $1.55 Million
Q1 2024

Apr 16, 2024
BUY
$50.35 - $51.11 $6,948 - $7,053
138 Added 0.46%
29,889 $1.51 Million
Q4 2023

Jan 11, 2024
BUY
$47.22 - $51.02 $296,069 - $319,895
6,270 Added 26.7%
29,751 $1.52 Million
Q3 2023

Oct 13, 2023
BUY
$47.95 - $50.33 $1.13 Million - $1.18 Million
23,481 New
23,481 $1.13 Million

Others Institutions Holding TAXF

# of Institutions
81
Shares Held
7.08M
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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