ATAX : Institutional Ownership for America First Multifamily Investors Units

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Get Institutions for :

America First Multifamily Investors Units (ATAX)

$15.55

0.03 (0.19%) as of 4:30 Fri 5/10

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

2,058,117

% of shares held :

3.4%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

15,057

% of shares held change :

0.02%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

$15.52

Last Quarter's Ending Price :

$16.79

Last Quarter's Average Price :

$16.30

Change from last quarter's

avg. price to the last closing :

0.75 (4.6%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	6	43,843	2.13%
	Increased Positions :	32	94,939	4.61%
	Unchanged Positions :	1	0	0%
	Decreased Positions :	14	-92,627	-4.5%
	Closed Positions :	2	-31,098	-1.51%
	Guru Positions :	0		0%

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
WEALTH ENHANCEMENT ADVISORY SERVICES LLC	1582	*New	2024-03-31	30,260	$493,000	30,260
TUCKER ASSET MANAGEMENT LLC	187	*New	2023-12-31	4,739	$80,000	4,739
Scarborough Advisors LLC		*New	2024-03-31	300	$5,000	300
Ronald Blue Trust Inc.	1938	*New	2024-03-31	90	$1,000	90
Atlantic Trust Group LLC		*New	2024-03-31	1	$0	1

5 Records found

Page 1 of 1

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