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Raymond James & Associates’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Raymond James & Associates’s Portfolio TAXF Stock Details TAXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.07M Buy
20,868
+5,568
+36% +$284K ﹤0.01% 2644
2024
Q2 		$771K Buy
15,300
+4,767
+45% +$239K ﹤0.01% 2804
2024
Q1 		$532K Buy
10,533
+3,961
+60% +$201K ﹤0.01% 3026
2023
Q4 		$335K Buy
+6,572
New +$321K ﹤0.01% 3215

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James & Associates's TAXF Position: Q3 2024 in Review

Raymond James & Associates increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 36% in Q3 2024, buying an estimated $284K and bringing the position to 20,868 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Raymond James & Associates first reported a position in TAXF in Q4 2023 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold TAXF as of Q3 2024.

  • Raymond James & Associates held 20,868 shares of American Century Diversified Municipal Bond ETF worth $1.07M as of Q3 2024.
  • Raymond James & Associates bought 5,568 American Century Diversified Municipal Bond ETF shares in Q3 2024, an estimated $284K.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2644 holding.
  • Raymond James & Associates first reported a position in American Century Diversified Municipal Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.