Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MOTCO | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PRIVATE TRUST CO NA | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2017 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
TOWER BRIDGE ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
This page lists all the filers that currently own USAA TAX EXEMPT LONG TERM FUND or have owned USAA TAX EXEMPT LONG TERM FUND in the past.