Bordeaux Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 8,943 shares of MUB stock, worth $950,551. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,943
Previous 8,886
0.64%
Holding current value
$950,551
Previous $946,000
2.64%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,545Shares Held
305MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio