Orion Portfolio Solutions, LLC American Centy ETF Tr Diversif Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 39,002 shares of TAXF stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
39,002
Previous 48,783
20.05%
Holding current value
$1.96 Million
Previous $2.51 Million
22.05%
% of portfolio
0.02%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding TAXF
# of Institutions
88Shares Held
8.03MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$98 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$52.2 Million0.22% of portfolio
-
Cx Institutional619KShares$31.2 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$28 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$21.1 Million3.06% of portfolio