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Landmark Wealth Management (New York)’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Landmark Wealth Management (New York)’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,925
Closed -$497K – 89
2025
Q2 		$497K Buy
+19,925
New +$494K 0.21% 58

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Landmark Wealth Management (New York)'s TAFM Position: Q3 2025 in Review

Landmark Wealth Management (New York) sold out of AB Tax-Aware Intermediate Municipal ETF (TAFM) in Q3 2025, closing a stake of 19,925 shares — an estimated $497K sold.

Landmark Wealth Management (New York) first reported a position in TAFM in Q2 2025 and held it in 1 quarter. The position peaked at $497K in Q2 2025. 32 funds tracked by Wall St. Rank hold TAFM as of Q3 2025.

  • Landmark Wealth Management (New York) reported no remaining AB Tax-Aware Intermediate Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 19,925 AB Tax-Aware Intermediate Municipal ETF shares in Q3 2025, an estimated $497K.
  • Landmark Wealth Management (New York) first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s AB Tax-Aware Intermediate Municipal ETF position peaked at $497K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q3 2025.

Based on Landmark Wealth Management (New York)'s 13F filing for Q3 2025, filed 23 Oct 2025.