Goldstein Advisors, LLC TAXF Holdings History
Number of Shares
431,366.00
Current Holdings Value*
$21.34 Mil
% of Portfolio
3.12%
Total Estimate Gain
$-203,745.59
% of Total Estimate Gain
-0.96%
Goldstein Advisors, LLC's American Century Diversified Municipal Bond ETF Holding Summary
As of 2025-03-31, Goldstein Advisors, LLC held 431,366.00 shares of American Century Diversified Municipal Bond ETF(TAXF), totaling $21.34 Mil. This investment constitutes 3.12% of their stock portfolio, and Goldstein Advisors, LLC now holds 4.15% of the outstanding American Century Diversified Municipal Bond ETF(TAXF) stock.
The initial trade took place in 2022Q4. And since then Goldstein Advisors, LLC has made 9 purchases of TAXF, at an average price of $49.00, for a total of 431,366.00 shares. Based on historical transaction data and TAXF's current price of $48.53, Goldstein Advisors, LLC's estimated gain on his TAXF holdings is $-203,745.59, reflecting a -0.96% gain to date.
Goldstein Advisors, LLC TAXF ($48.53) Holding Chart
Goldstein Advisors, LLC TAXF ($48.53) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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