U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 54,658 shares of TAXF stock, worth $2.76 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

54,658

Previous 51,432 6.27%

Holding current value

$2.76 Million

Previous $2.59 Million 8.49%

% of portfolio

0.11%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$50.16 - $51.43 $161,816 - $165,913	3,226 Added 6.27%	54,658 $2.81 Million
Q2 2024 Jul 11, 2024	BUY	$49.73 - $50.54 $793,143 - $806,062	15,949 Added 44.95%	51,432 $2.59 Million
Q1 2024 May 10, 2024	BUY	$50.35 - $51.11 $479,029 - $486,260	9,514 Added 36.64%	35,483 $1.79 Million
Q4 2023 Feb 06, 2024	BUY	$47.22 - $51.02 $913,376 - $986,879	19,343 Added 291.93%	25,969 $1.32 Million
Q3 2023 Oct 19, 2023	BUY	$47.95 - $50.33 $317,716 - $333,486	6,626 New	6,626 $317,000

Others Institutions Holding TAXF

# of Institutions

Shares Held

7.09M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
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U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History