Cypress Financial Planning LLC Ishares National Muni Bond ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 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 3,711 shares of MUB stock, worth $393,922. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,711
Previous 3,341
11.07%
Holding current value
$393,922
Previous $355,000
13.52%
% of portfolio
0.15%
Previous 0.15%
Shares
3 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