9258 Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,633 shares of MUB stock, worth $495,592. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,633
Previous 4,190
10.57%
Holding current value
$495,592
Previous $446,000
12.78%
% of portfolio
0.08%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,769Shares Held
307MCall 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