Heritage Family Offices, LLP Ishares National Muni Bond ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 6,359 shares of MUB stock, worth $678,823. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,359
Previous 6,724
5.43%
Holding current value
$678,823
Previous $730 Million
7.24%
% of portfolio
0.34%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.95 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio