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Raymond James Financial Services Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Raymond James Financial Services Advisors’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 		$6.56M Buy
127,668
+9,877
+8% +$503K 0.01% 1090
2024
Q2 		$5.93M Sell
117,791
-1,918
-2% -$96.2K 0.01% 1078
2024
Q1 		$6.05M Sell
119,709
-15,562
-12% -$789K 0.01% 1037
2023
Q4 		$6.89M Buy
+135,271
New +$6.61M 0.01% 920

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 Financial Services Advisors's TAXF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 8.4% in Q3 2024, buying an estimated $503K and bringing the position to 127,668 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #1090.

Raymond James Financial Services Advisors first reported a position in TAXF in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.89M in Q4 2023. 78 funds tracked by Wall St. Rank hold TAXF as of Q3 2024.

  • Raymond James Financial Services Advisors held 127,668 shares of American Century Diversified Municipal Bond ETF worth $6.56M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 9,877 American Century Diversified Municipal Bond ETF shares in Q3 2024, an estimated $503K.
  • American Century Diversified Municipal Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1090 holding.
  • Raymond James Financial Services Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Raymond James Financial Services Advisors's American Century Diversified Municipal Bond ETF position peaked at $6.89M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2024.

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