Security Name: ACTIVEPASSIVE INTERM MUNI BD
Ticker: APMU
Security Type: OTHER
Exchange: US
CUSIP: 89834G745

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.14B - 15 -
2024-09-30 $0.15B +9.3% 16 +6.7%
2024-12-31 $0.19B +21.4% 20 +25.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVESTNET PORTFOLIO SOLUTIONS, INC. $95.1M 3,855K 0.3%
FINANCIAL SENSE ADVISORS, INC. $0.3M 13K 0.1%
PRINCIPAL SECURITIES, INC. $3.9M 159K 0.1%
LION STREET ADVISORS, LLC $0.3M 11K 0.1%
ATRIA WEALTH SOLUTIONS, INC. $6.2M 250K 0.1%
B. RILEY WEALTH ADVISORS, INC. $1.6M 63K 0.1%
ENVESTNET ASSET MANAGEMENT INC $73.5M 2,980K 0.0%
FLOW TRADERS U.S. LLC $0.3M 11K 0.0%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. $0.2M 9K 0.0%
OLD MISSION CAPITAL LLC $0.4M 17K 0.0%
SILICON VALLEY CAPITAL PARTNERS $0.1M 2K 0.0%
&PARTNERS $0.9M 34K 0.0%
IFP ADVISORS, INC $0.0M 0K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $0.3M 13K 0.0%
OSAIC HOLDINGS, INC. $0.5M 20K 0.0%
MORGAN STANLEY $0.0M 0K 0.0%
PRINCIPAL FINANCIAL GROUP INC $1.1M 44K 0.0%
LPL FINANCIAL LLC $1.0M 41K 0.0%
MML INVESTORS SERVICES, LLC $1.2M 47K 0.0%
ALLWORTH FINANCIAL LP $0.2M 8K 0.0%

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