Cypress Financial Planning LLC Ishares National Muni Bond ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
A detailed history of Cypress Financial Planning LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 6,538 shares of MUB stock, worth $700,089. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,538
Previous 3,711
76.18%
Holding current value
$700,089
Previous $403,000
72.7%
% of portfolio
0.26%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,648Shares Held
327MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.31 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.18 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.96 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.42 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.14 Billion0.26% of portfolio