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Raymond James Financial Services Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Raymond James Financial Services Advisors’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 		$232K Buy
+9,167
New +$231K ﹤0.01% 3096

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 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

Raymond James Financial Services Advisors's TAFI Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2024: 9,167 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #3096 among its holdings.

46 funds tracked by Wall St. Rank hold TAFI as of Q3 2024.

  • Raymond James Financial Services Advisors held 9,167 shares of AB Tax-Aware Short Duration Municipal ETF worth $232K as of Q3 2024.
  • AB Tax-Aware Short Duration Municipal ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3096 holding.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.