CUSIP 025072695CORE MUNI FXD INAVMUQ4 2025
Aggregate 13F value by quarter
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38 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 804.5K | $37.20M | +33.7K | Added |
| 2 | Beaird Harris Wealth Management, LLC | 186.3K | $8.62M | −25.5K | Reduced |
| 3 | Plancorp, LLC | 144.8K | $6.70M | 0 | Held |
| 4 | Sax Wealth Advisors, LLC | 111.9K | $5.17M |
| +4.9K |
| Added |
| 5 | Commonwealth Equity Services, LLC | 81.1K | $3.75M | −3.3K | Reduced |
| 6 | Savant Capital, LLC | 70.5K | $3.26M | +14.5K | Added |
| 7 | Lpl Financial LLC | 68.4K | $3.16M | −1.6K | Reduced |
| 8 | Align Financial, LLC | 2.71M | $2.71M | +2.71M | New Position |
| 9 | Financial Engines Advisors L.L.C. | 55.5K | $2.57M | −8.1K | Reduced |
| 10 | Axxcess Wealth Management, LLC | 53.6K | $2.48M | +53.6K | New |
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