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American Centy Etf Tr diversified mu shares owned by CWM

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

Historical chart of CWM investment in American Centy Etf Tr diversified mu

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All positions including American Centy Etf Tr diversified mu held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $49M 960k 51.42
2024-06-30 $39M 767k 50.36
2024-03-31 $37M 733k 50.55
2023-12-31 $35M 684k 50.96
2023-09-30 $25M 526k 47.95
2022-12-31 $69k 1.4k 48.94

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding American Centy Etf Tr diversified mu

Envestnet Asset Management
CWM
CX Institutional
LPL Financial
Goldstein Advisors
Morgan Stanley
Private Advisor
Resources Investment Advisors
IFP Advisors
Condor Capital Management
Raymond James Financial Services Advisors
Atria Investments
HighTower Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding American Centy Etf Tr diversified mu