Heritage Oak Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $275 Billion
- Q3 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,972 shares of MUB stock, worth $317,914. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,972
Previous 2,972
-0.0%
Holding current value
$317,914
Previous $311 Million
1.92%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,778Shares 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