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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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

More positions owned by CWM

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

View all positions for CWM

Top funds holding American Centy Etf Tr diversified mu

CWM
CX Institutional
Goldstein Advisors
Private Advisor
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Advisor Group Holdings
Atria Investments
IFP Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors
Visionary Wealth Advisors
GEM Asset Management
Condor Capital Management
Certified Advisory Corp

View all funds holding American Centy Etf Tr diversified mu