Acorn Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,467Shares Held
292MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.53 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
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Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
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Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio