Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
American Century Diversified Municipal Bond Etf (TAXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    1
Total shares held : 
 6,073,513  
% of shares held : 
 67.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 325,082  
% of shares held change : 
   3.61%  
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
 198,268
 3.26%
 
Increased Positions :
33
 684,164
 11.26%
 
Unchanged Positions :
9
 36,954
 0.61%
 
Decreased Positions :
28
-395,732
-6.52%
 
Closed Positions :
8
-161,618
-2.66%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Resources Investment Advisors Inc. 133 - 2024-03-31 185,210 $9,362,000 -8,535
   Private Advisor Group LLC 281 - 2024-03-31 185,021 $9,353,000 -11,428
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1028 - 2024-03-31 119,709 $6,051,000 -15,562
   ATRIA INVESTMENTS LLC 323 - 2024-03-31 105,592 $5,338,000 -617
   Advisor Group Holdings Inc. 1000 - 2024-03-31 103,445 $5,229,000 -10,085
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 846 - 2024-03-31 82,101 $4,150,000 -306
   IHT Wealth Management LLC 164 - 2024-03-31 61,392 $3,103,000 -689
   Stewardship Advisors LLC 40 - 2024-03-31 28,294 $1,430,000 -128,812
   CLS INVESTMENT FIRM LLC 615 - 2022-12-31 28,360 $1,388,000 -6,005
   Dynamic Advisors Solutions LLC 383 - 2024-03-31 25,631 $1,296,000 -646
   CAPTRUST FINANCIAL ADVISORS 1227 - 2024-03-31 16,213 $820,000 -4,953
   PFG Advisors 369 - 2024-03-31 11,155 $564,000 -251
   FINANCIAL NETWORK 1949 - 2024-03-31 9,609 $486,000 -23
   Lifeworks Advisors LLC 141 - 2024-03-31 8,059 $407,000 -965
   Altus Wealth Group LLC 99 - 2024-03-31 7,626 $385,000 -10,004
   Garrett Investment Advisors LLC 194 - 2024-03-31 7,556 $382,000 -731
   STIFEL FINANCIAL CORP 2928 - 2024-03-31 5,632 $285,000 -30
   Fortitude Advisory Group L.L.C. 165 - 2024-03-31 4,730 $239,000 -1,292
   McAdam LLC 270 - 2024-03-31 4,494 $227,000 -227
   BANK OF AMERICA CORP /DE/ 6708 - 2024-03-31 5 $0 -2,408
  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us