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ATAXZ
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ
Delisted
ATAXZ was delisted on the 30th of June, 2008.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SWA
1
SOA Wealth Advisors
New York
| $302K | – | – | – |
|
| 2 |
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $175K | +$175K | +10,129 | New |
|
| 3 |
AWM
3
AllSquare Wealth Management
Albany,
New York
| $46K | – | – | – |
|
| 4 |
CA
4
CoreCap Advisors
Southfield,
Michigan
| – | -$38K | -2,100 | Closed |
|