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American Centy Etf Tr diversified mu shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 21k 50.96
2023-09-30 $1.2M 25k 47.95
2023-06-30 $1.3M 25k 50.00
2022-06-30 $62k 1.2k 49.92
2021-12-31 $85k 1.5k 55.19
2021-09-30 $9.0k 160 56.25

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
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Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding American Centy Etf Tr diversified mu

CWM
CX Institutional
Goldstein Advisors
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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