| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2022 | 4 |
| Coston, McIsaac & Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
| MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
This page lists all the filers that currently own American Tax Exempt or have owned American Tax Exempt in the past.