Regimen Wealth, LLC American Centy ETF Tr Diversif Transaction History

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Regimen Wealth, LLC holds 12,056 shares of TAXF stock, worth $582,907. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,056

Previous 11,118 8.44%

Holding current value

$582,907

Previous $572 Million 5.74%

% of portfolio

0.2%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$49.94 - $51.44 $46,843 - $48,250	938 Added 8.44%	12,056 $605 Million
Q3 2024 Nov 13, 2024	BUY	$50.16 - $51.43 $15,499 - $15,891	309 Added 2.86%	11,118 $572 Million
Q2 2024 Aug 14, 2024	BUY	$49.73 - $50.54 $185,940 - $188,969	3,739 Added 52.89%	10,809 $544 Million
Q1 2024 May 14, 2024	BUY	$50.35 - $51.11 $80,962 - $82,184	1,608 Added 29.44%	7,070 $357 Million
Q4 2023 Feb 13, 2024	BUY	$47.22 - $51.02 $2,833 - $3,061	60 Added 1.11%	5,462 $278 Million
Q3 2023 Nov 13, 2023	BUY	$47.95 - $50.33 $1,870 - $1,962	39 Added 0.73%	5,402 $259 Million
Q2 2023 Aug 08, 2023	BUY	$49.22 - $50.79 $1,919 - $1,980	39 Added 0.73%	5,363 $268 Million
Q1 2023 May 05, 2023	BUY	$49.09 - $50.78 $10,063 - $10,409	205 Added 4.0%	5,324 $268 Million
Q4 2022 Feb 06, 2023	BUY	$47.14 - $49.7 $241,309 - $254,414	5,119 New	5,119 $250 Million

Others Institutions Holding TAXF

# of Institutions

Shares Held

8.52M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

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Regimen Wealth, LLC American Centy ETF Tr Diversif Transaction History