Bromfield Sneider Wealth Advisors Ishares National Muni Bond ETF Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 68,671 shares of MUB stock, worth $7.35 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
68,671
Previous 63,017
8.97%
Holding current value
$7.35 Million
Previous $6.83 Million
8.15%
% of portfolio
4.61%
Previous 4.66%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,763Shares Held
308MCall 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