Savvy Advisors, Inc. American Centy ETF Tr Diversif Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Savvy Advisors, Inc. holds 15,983 shares of TAXF stock, worth $806,342. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,983
Previous 17,235
7.26%
Holding current value
$806,342
Previous $843,000
4.86%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
103Shares Held
8.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$108 Million0.03% of portfolio
-
Cwm, LLC1.34MShares$67.5 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC620KShares$31.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI398KShares$20.1 Million2.43% of portfolio
-
Cx Institutional394KShares$19.9 Million0.6% of portfolio