Forza Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 10,400 shares of MUB stock, worth $1.1 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,400
Previous 10,400
-0.0%
Holding current value
$1.1 Million
Previous $1.11 Billion
1.95%
% of portfolio
0.52%
Previous 0.57%
Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio