Defined Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 1,992 shares of MUB stock, worth $213,303. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,992
Previous 1,895
5.12%
Holding current value
$213,303
Previous $205,000
3.41%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,649Shares 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