Alta Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
A detailed history of Alta Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,650 shares of MUB stock, worth $604,719. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,650
Previous 8,016
29.52%
Holding current value
$604,719
Previous $854,000
28.22%
% of portfolio
0.28%
Previous 0.43%
Shares
12 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
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio