Wheelhouse Advisory Group LLC Ishares National Muni Bond ETF Transaction History
Wheelhouse Advisory Group LLC
- $232 Billion
- Q3 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 3,045 shares of MUB stock, worth $325,723. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,045
Previous 3,041
0.13%
Holding current value
$325,723
Previous $318 Million
2.08%
% of portfolio
0.14%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding MUB
# of Institutions
1,763Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio