WealthSource Partners’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

WealthSource Partners’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
2023 Q4	$1.02M	Buy	+40,425	New	+$1M	0.07%	194

Other funds holding TAFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

WealthSource Partners's TAFI Position: Q4 2023 in Review

WealthSource Partners opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q4 2023: 40,425 shares worth $1.02M. The stake represents 0.07% of the portfolio and ranks #194 among its holdings.

31 funds tracked by Wall St. Rank hold TAFI as of Q4 2023.

WealthSource Partners held 40,425 shares of AB Tax-Aware Short Duration Municipal ETF worth $1.02M as of Q4 2023.
AB Tax-Aware Short Duration Municipal ETF was a new WealthSource Partners position in Q4 2023.
AB Tax-Aware Short Duration Municipal ETF made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #194 holding.
31 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.