We are live on ! Find out more
ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
DLG
26
Daniel L. Goodwin
$271K
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$269K
Creative Planning
28
Creative Planning
Kansas
$266K
SMH
29
Sanders Morris Harris
Texas
$239K
Osaic Holdings
30
Osaic Holdings
Arizona
$225K -$74K -12,232 -25%
GIA
31
Gladstone Institutional Advisory
Florida
$207K +$207K +34,200 New
EH
32
Equitable Holdings
New York
$198K +$20.9K +3,453 +12%
FWM
33
Frontier Wealth Management
Missouri
$183K -$421K -24,455 -70%
PAG
34
Private Advisor Group
New Jersey
$168K -$40.9K -6,737 -20%
P
35
&Partners
Tennessee
$155K
APA
36
American Portfolios Advisors
New York
$155K
AWM
37
AE Wealth Management
Kansas
$143K +$3.75K +619 +3%
JF
38
Jump Financial
Illinois
$128K +$25.4K +4,194 +25%
TYCC
39
Texas Yale Capital Corp
Florida
$115K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$95K +$95K +15,739 New
BFA
41
Beacon Financial Advisory
Ohio
$93K +$10.3K +1,703 +13%
SF
42
Synovus Financial
Georgia
$91K +$91K +15,000 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$81K
NFSG
44
Newbridge Financial Services Group
Florida
$79K +$2.56K +422 +3%
BWP
45
Baldwin Wealth Partners
Massachusetts
$76K
Truist Financial
46
Truist Financial
North Carolina
$75K -$154K -25,500 -67%
WE
47
Wealth Effects
Massachusetts
$70K
BRWA
48
B. Riley Wealth Advisors
Florida
$65K -$730 -120 -1%
AWM
49
AllSquare Wealth Management
New York
$48K
SPIA
50
Steward Partners Investment Advisory
New York
$30K