Collaborative Wealth Managment Inc. Ishares National Muni Bond ETF Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,956 shares of MUB stock, worth $851,053. This represents 0.36% of its overall portfolio holdings.
Number of Shares
7,956
Previous 3,819
108.33%
Holding current value
$851,053
Previous $399,000
112.28%
% of portfolio
0.36%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding MUB
# of Institutions
1,767Shares Held
307MCall 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