Exencial Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
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 54,853 shares of MUB stock, worth $5.81 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
54,853
Previous 56,021
2.08%
Holding current value
$5.81 Million
Previous $6.09 Million
3.96%
% of portfolio
0.22%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,661Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.27 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.15 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.93 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.4 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio