FSM Wealth Advisors, LLC TAFM Holdings History
FSM Wealth Advisors, LLC's AB Tax-Aware Intermediate Municipal ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 50,303.00 shares of AB Tax-Aware Intermediate Municipal ETF(TAFM), totaling $1.27 Mil. This investment constitutes 0.28% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.62% of the outstanding AB Tax-Aware Intermediate Municipal ETF(TAFM) stock.
The initial trade took place in 2025Q1. And since then FSM Wealth Advisors, LLC has made 1 purchases of TAFM, at an average price of $25.32, for a total of 50,303.00 shares. Based on historical transaction data and TAFM's current price of $24.73, FSM Wealth Advisors, LLC's estimated gain on his TAFM holdings is $-29,844.77, reflecting a -2.34% gain to date.
FSM Wealth Advisors, LLC TAFM ($24.73) Holding Chart
FSM Wealth Advisors, LLC TAFM ($24.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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