Sage View Advisory Group, LLC American Centy ETF Tr Diversif Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 15,694 shares of TAXF stock, worth $782,032. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,694
Previous 12,154
29.13%
Holding current value
$782,032
Previous $625 Million
25.91%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
95Shares Held
8.39MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$96.9 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$51.6 Million0.22% of portfolio
-
Cx Institutional619KShares$30.8 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$27.7 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$20.9 Million3.06% of portfolio