Aegis Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 11,575 shares of MUB stock, worth $1.23 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
11,575Holding current value
$1.23 Million% of portfolio
0.83%Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,659Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.29 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
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Betterment LLC New York, NY18.3MShares$1.94 Billion4.68% of portfolio
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Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio