Congress Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,543 shares of MUB stock, worth $2.96 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,543
Previous 25,179
13.36%
Holding current value
$2.96 Million
Previous $2.74 Million
11.19%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding MUB
# of Institutions
1,656Shares Held
340MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.2 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.11 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.89 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.39 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.37 Billion1.37% of portfolio