American Centy Etf Tr diversified mu shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of American Centy Etf Tr diversified mu (TAXF) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in American Centy Etf Tr diversified mu
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Quarterly reported holdings in American Centy Etf Tr diversified mu by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $571k | 11k | 51.42 |
| 2024-06-30 | $555k | 11k | 50.36 |
| 2024-03-31 | $683k | 14k | 50.55 |
| 2023-12-31 | $686k | 14k | 50.96 |
| 2023-09-30 | $639k | 13k | 47.95 |
| 2023-06-30 | $678k | 14k | 50.00 |
| 2023-03-31 | $682k | 14k | 50.35 |
| 2022-12-31 | $695k | 14k | 48.93 |
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