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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 (2015Q2)
Portfolio Summary: 2 Institutional holders with a total value of $1,708,652.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CT Financial Advisors LLC 66,640 1,058,235 61.93%
2 Janney Montgomery Scott LLC 40,651 650,417 38.07%

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.