ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

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3 hedge funds and large institutions have $407K invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 52 closing their positions.

Holders
3
Holders Change
-51
Holders Change %
-94.44%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CoreCap Advisors
Michigan
$38K

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
AFIA
4
America First Investment Advisors
Nebraska
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
C
26
Certuity
Florida
– – -47,114 Closed
DLG
27
Daniel L. Goodwin
– – -44,700 Closed
Creative Planning
28
Creative Planning
Kansas
– – -44,000 Closed
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
– – -42,300 Closed
SMH
30
Sanders Morris Harris
Texas
– – -39,500 Closed
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
– – -37,679 Closed
Osaic Holdings
32
Osaic Holdings
Arizona
– – -37,169 Closed
GIA
33
Gladstone Institutional Advisory
Florida
– – -34,200 Closed
EH
34
Equitable Holdings
New York
– – -32,645 Closed
PAG
35
Private Advisor Group
New Jersey
– – -27,687 Closed
P
36
&Partners
Tennessee
– – -25,620 Closed
APA
37
American Portfolios Advisors
New York
– – -25,600 Closed
AWM
38
AE Wealth Management
Kansas
– – -23,571 Closed
JF
39
Jump Financial
Illinois
– – -21,094 Closed
TYCC
40
Texas Yale Capital Corp
Florida
– – -19,007 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– – -15,739 Closed
BFA
42
Beacon Financial Advisory
Ohio
– – -15,322 Closed
SF
43
Synovus Financial
Georgia
– – -15,000 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
– – -13,424 Closed
NFSG
45
Newbridge Financial Services Group
Florida
– – -13,032 Closed
BWP
46
Baldwin Wealth Partners
Massachusetts
– – -12,500 Closed
Truist Financial
47
Truist Financial
North Carolina
– – -12,400 Closed
WE
48
Wealth Effects
Massachusetts
– – -11,500 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
– – -10,691 Closed
FWM
50
Frontier Wealth Management
Missouri
– – -10,626 Closed
1
2
3