AB Tax-MGD WLTH App Stra-AdvATWYX
13F holders, Q1 2024 (March 31)2holders
$21.22avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding AB Tax-MGD WLTH App Stra-Adv (ATWYX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($525K) and Silvercrest Asset Management Group LLC ($387K).
- Company
- AB Tax-MGD WLTH App Stra-Adv
- Filed as
- AB PORTFOLIOS (Q1 2024)
- CUSIP
- 01877F534
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $387K |
| Exits | 0 | $0 |
Ownership 2 holders
| Fulton Bank, N.A. | 0.02% | Reduce -37.9% | 24,724 | $525K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 18,258 | $387K |
"% of holder's portfolio" is ATWYX's weight in each manager's 13F, not the share of AB Tax-MGD WLTH App Stra-Adv the manager owns.