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ícone de TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
IRM
1
Income Research & Management
Massachusetts
US$ 5,05 mi – – –
Tanager Wealth Management
2
Tanager Wealth Management
United Kingdom
US$ 800 mil +US$ 476 mil +9.487 +149%
PSA
3
Plum Street Advisors
Louisiana
US$ 570 mil -US$ 153 mil -3.056 -21%
Mayflower Financial Advisors
4
Mayflower Financial Advisors
Massachusetts
US$ 503 mil +US$ 500 mil +9.955 Nova
Goldman Sachs
5
Goldman Sachs
New York
US$ 351 mil +US$ 65,2 mil +1.300 +23%
RWA Wealth Partners
6
RWA Wealth Partners
Massachusetts
US$ 334 mil +US$ 332 mil +6.606 Nova
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
US$ 290 mil +US$ 289 mil +5.750 Nova
Claro Advisors
8
Claro Advisors
Massachusetts
US$ 237 mil +US$ 24,5 mil +489 +12%
Novem Group
9
Novem Group
New York
US$ 226 mil +US$ 224 mil +4.470 Nova
Integrated Wealth Concepts
10
Integrated Wealth Concepts
Massachusetts
US$ 220 mil +US$ 219 mil +4.365 Nova
UBS Group
11
UBS Group
Switzerland
US$ 10 mil +US$ 9,9 mil +198 Nova
1IA
12
1620 Investment Advisors
Massachusetts
US$ 9,8 mil +US$ 7,28 mil +145 +290%
Citadel Advisors
13
Citadel Advisors
Florida
– -US$ 363 mil -7.289 Encerrada