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American Centy Etf Tr diversified mu shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $460k 9.0k 50.96
2023-09-30 $433k 9.0k 47.95
2023-06-30 $451k 9.0k 50.00
2023-03-31 $454k 9.0k 50.35

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View all positions for Lifeworks Advisors

Top funds holding American Centy Etf Tr diversified mu

CWM
CX Institutional
Goldstein Advisors
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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