Kagan Cocozza Asset Management Ishares National Muni Bond ETF Transaction History
Kagan Cocozza Asset Management
- $141 Billion
- Q4 2025
A detailed history of Kagan Cocozza Asset Management transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 3,885 shares of MUB stock, worth $415,578. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,885
Previous 7,370
47.29%
Holding current value
$415,578
Previous $785 Million
46.98%
% of portfolio
0.3%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,787Shares 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