AB Tax-MGD WLTH App Stra-AdvATWYX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$21.65avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding AB Tax-MGD WLTH App Stra-Adv (ATWYX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($535K).
- Company
- AB Tax-MGD WLTH App Stra-Adv
- Filed as
- AB PORTFOLIOS (Q1 2025)
- CUSIP
- 01877F534
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Fulton Bank, N.A. | 0.02% | No change | 24,724 | $535K |
"% 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.