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AMERICAN LMT TERM TAX EXEMPT BOND F2
AMERICAN LMT TERM TAX EXEMPT BOND F2. Institutional holdings reported to the SEC.
Institutional Holders (2014Q1)
Portfolio Summary: 2 Institutional holders with a total value of $1,721,109.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CT Financial Advisors LLC 66,668 1,070,692 62.21%
2 Janney Montgomery Scott LLC 40,651 650,417 37.79%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.