Certus Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 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 6,473 shares of MUB stock, worth $692,805. This represents 0.53% of its overall portfolio holdings.
Number of Shares
6,473
Previous 5,492
17.86%
Holding current value
$692,805
Previous $590,000
16.78%
% of portfolio
0.53%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,470Shares 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