Engrave Wealth Partners LLC Ishares National Muni Bond ETF Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 6,603 shares of MUB stock, worth $706,322. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,603
Previous 6,559
0.67%
Holding current value
$706,322
Previous $672,000
6.4%
% of portfolio
0.2%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,769Shares Held
307MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio