Exencial Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 60,818 shares of MUB stock, worth $6.51 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
60,818
Previous 53,584
13.5%
Holding current value
$6.51 Million
Previous $5.6 Million
15.68%
% of portfolio
0.22%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding MUB
# of Institutions
1,778Shares Held
308MCall 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