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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 2227 - 2024-03-31 295,980 $7,426,000 -24,792
   SevenBridge Financial Group LLC 17 - 2024-03-31 236,593 $5,898,000 -9,555
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 815 - 2024-03-31 115,834 $2,906,000 -24,215
   BB&T CORP 1624 - 2024-03-31 37,083 $930,000 -857
   Kingsview Wealth Management LLC 631 - 2024-03-31 22,550 $566,000 -7,125
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2180 - 2024-03-31 22,190 $557,000 -7,010
   Lakeview Capital Partners LLC 281 - 2024-03-31 15,477 $388,000 -753
   Private Advisor Group LLC 1823 - 2024-03-31 12,000 $301,000 -30,000
   PRIVATE TRUST CO NA 585 - 2024-03-31 9,386 $235,000 -719

  9 Records found
  1    
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