Compound Planning, Inc.
Position in TAXF — American Century Diversified Municipal Bond ETF
CIK 1978879
NEW YORK, NY
All Filings in TAXF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 TAXF | $208,219 | 4,133 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 TAXF | $251,903 | 5,015 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 TAXF | $279,096 | 5,704 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||