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American Centy Etf Tr diversified mu shares owned by Caldwell Trust

Quarter-by-quarter ownership of American Centy Etf Tr diversified mu (TAXF) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in American Centy Etf Tr diversified mu

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All positions including American Centy Etf Tr diversified mu held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr diversified mu by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 770 50.23
2021-12-31 $43k 770 55.25
2021-09-30 $42k 770 55.11
2021-06-30 $43k 770 55.54

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding American Centy Etf Tr diversified mu

Envestnet Asset Management
CWM
LPL Financial
Goldstein Advisors
CX Institutional
Morgan Stanley
Private Advisor
Raymond James Financial
Condor Capital Management
IFP Advisors
Kestra Advisory Services
Dynamic Advisors Solutions
U.S. Capital Wealth Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding American Centy Etf Tr diversified mu