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Ashton Thomas Private Wealth’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Ashton Thomas Private Wealth’s Portfolio TAFI Stock Details TAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-193
Closed -$4.82K – 1701
2024
Q2 		$4.82K Buy
+193
New +$4.82K ﹤0.01% 1572

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ashton Thomas Private Wealth's TAFI Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2024, closing a stake of 193 shares — an estimated $4.82K sold.

Ashton Thomas Private Wealth first reported a position in TAFI in Q2 2024 and held it in 1 quarter. The position peaked at $4.82K in Q2 2024. 46 funds tracked by Wall St. Rank hold TAFI as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining AB Tax-Aware Short Duration Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 193 AB Tax-Aware Short Duration Municipal ETF shares in Q3 2024, an estimated $4.82K.
  • Ashton Thomas Private Wealth first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's AB Tax-Aware Short Duration Municipal ETF position peaked at $4.82K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.