Burt Wealth Advisors Ishares National Muni Bond ETF Transaction History
Burt Wealth Advisors
- $395 Million
- Q4 2024
A detailed history of Burt Wealth Advisors transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 69,089 shares of MUB stock, worth $7.31 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
69,089
Previous 69,168
0.11%
Holding current value
$7.31 Million
Previous $7.51 Million
2.02%
% of portfolio
1.87%
Previous 1.88%
Shares
18 transactions
Others Institutions Holding MUB
# of Institutions
1,660Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.27 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.15 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.93 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.4 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio