Dogwood Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
A detailed history of Dogwood Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 60,879 shares of MUB stock, worth $6.4 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
60,879
Previous 61,579
1.14%
Holding current value
$6.4 Million
Previous $6.56 Billion
1.14%
% of portfolio
3.43%
Previous 4.04%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,663Shares Held
328MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.25 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.14 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.92 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio