Certus Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,688 shares of MUB stock, worth $709,931. This represents 0.51% of its overall portfolio holdings.
Number of Shares
6,688
Previous 6,473
3.32%
Holding current value
$709,931
Previous $689,000
5.37%
% of portfolio
0.51%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall 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$1.03 Billion3.29% of portfolio