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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

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr diversified mu held by Lodestone Wealth Management 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
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