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American Centy Etf Tr diversified mu shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in American Centy Etf Tr diversified mu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr diversified mu held by Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 4.5k 50.05

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Top funds holding American Centy Etf Tr diversified mu

Envestnet Asset Management
CWM
LPL Financial
Goldstein Advisors
CX Institutional
Morgan Stanley
Prime Capital Investment Advisors
Ameriprise Financial
Raymond James Financial
Private Advisor
Henderson Brothers Financial Partners
Condor Capital Management
IFP Advisors
Dynamic Advisors Solutions
First Affirmative Financial Network

View all funds holding American Centy Etf Tr diversified mu