Fsm Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 71,090 shares of MUB stock, worth $7.53 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
71,090
Previous 58,567
21.38%
Holding current value
$7.53 Million
Previous $6.36 Million
19.05%
% of portfolio
1.87%
Previous 1.69%
Shares
11 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$2.16 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