Geo Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,138 shares of MUB stock, worth $862,221. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,138
Previous 5,047
61.24%
Holding current value
$862,221
Previous $548,000
58.21%
% of portfolio
0.03%
Previous 0.02%
Shares
12 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