Number of Shares
324,172.00
Current Holdings Value*
$8.08 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-234,554.28
% of Total Estimate Gain
-2.86%

Leverty Financial Group, LLC's AB Tax-Aware Intermediate Municipal ETF Holding Summary

As of 2025-06-30, Leverty Financial Group, LLC held 324,172.00 shares of AB Tax-Aware Intermediate Municipal ETF(TAFM), totaling $8.08 Mil. This investment constitutes 2.41% of their stock portfolio, and Leverty Financial Group, LLC now holds 2.74% of the outstanding AB Tax-Aware Intermediate Municipal ETF(TAFM) stock.

The initial trade took place in 2025Q1. And since then Leverty Financial Group, LLC has made 2 purchases of TAFM, at an average price of $25.30, for a total of 324,172.00 shares. Based on historical transaction data and TAFM's current price of $24.58, Leverty Financial Group, LLC's estimated gain on his TAFM holdings is $-234,554.28, reflecting a -2.86% gain to date.

Leverty Financial Group, LLC TAFM ($24.58) Holding Chart

Leverty Financial Group, LLC TAFM ($24.58) 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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