基本數據
| 機構持有者 | 0 total, 0 long only, 0 short only, 0 long/short - change of 16.67% MRQ |
| 平均投資組合配置 | 0.0475 % - change of -3.67% MRQ |
AI+ Ask Fintel’s AI assistant about CT 規格稅 5% 2029 年 5 月 1 日.
Thinking of good questions…
13F和NPORT申報文件
| 呈報日期 | 來源 | 投資者 | 類型 | 均價 (預計) |
股份數量 | Δ 持股 (%) |
申報 價值 ($1000) |
Δ 市值 (%) |
投組占比 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | FASWX - 富達 SAI 永續市政收入基金 | 16 | 0.00 | ||||||
| 2025-06-30 | NP | VTEI - Vanguard 中期免稅債券 ETF ETF 股票 | 48 | 0.00 | ||||||
| 2025-08-22 | NP | FLTMX - 富達中等市政收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,980 | 0.30 | ||||||
| 2025-07-29 | NP | BSMT - Invesco BulletShares 2029 市政債券 ETF | 97 | -2.04 | ||||||
| 2025-07-29 | NP | VTES - Vanguard 短期免稅債券 ETF ETF 股票 | 603 | |||||||
| 2025-06-26 | NP | FSIKX - 富達永續中等市政收入基金 | 21 | 0.00 | ||||||
| 2025-06-30 | NP | VTEAX - 先鋒免稅債券指數基金 Admiral Shares | 7,406 | -1.36 |
