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Get Institutions for : 
Ab Tax-aware Short Duration Municipal Etf (TAFI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    7
Total shares held : 
 12,672,600  
% of shares held : 
 14.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 5,236,699  
% of shares held change : 
   5.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 176,872
 1.4%
 
Increased Positions :
15
 5,397,850
 42.59%
 
Unchanged Positions :
2
 9,700
 0.08%
 
Decreased Positions :
6
-307,063
-2.42%
 
Closed Positions :
2
-30,960
-0.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALLIANCEBERNSTEIN L.P. 154 - 2024-03-31 13,218,512 $331,652,000 4,234,437
   LPL FINANCIAL CORP 538 - 2024-03-31 2,045,182 $51,314,000 252,713
   Advisor Group Holdings Inc. 907 - 2024-03-31 247,860 $6,219,000 1,428
   LINCOLN NATIONAL CORP 176 - 2024-03-31 171,518 $4,303,000 11,026
   JOURNEY STRATEGIC WEALTH LLC 38 - 2024-03-31 90,466 $2,270,000 8,747
   Platform Technology Partners 38 - 2023-12-31 75,162 $1,885,000 4,393
   Cornerstone Wealth Group LLC 107 - 2024-03-31 61,515 $1,543,000 1,994
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 84 - 2024-03-31 32,117 $806,000 9,425
   COMMONWEALTH EQUITY SERVICES LLC. 2421 - 2024-03-31 30,577 $767,000 10,246
   ENVESTNET ASSET MANAGEMENT INC 3187 - 2024-03-31 29,692 $745,000 1,016
   RFG Advisory Group LLC 526 - 2024-03-31 17,520 $440,000 1,326
   ENCOMPASS WEALTH ADVISORS LLC 131 - 2024-03-31 13,700 $344,000 4,000
   Kestra Advisory Services LLC 2053 - 2024-03-31 10,792 $271,000 30
   Goss Wealth Management LLC 2295 - 2024-03-31 2,016 $51,000 16
  14 Records found
  1    
  Page 1 of 1
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