CUSIP 02630Y570
AMERICAN TAX-AWARE CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS F2
2 institutions · $260.1K total · 17,423 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLC | 15,169 | $221.9K | 87.06% | 2023-09-30 |
| 2 | Wall Street Access Asset Management, LLC | 2,254 | $38.1K | 12.93% | 2025-12-31 |