Heritage Family Offices, LLP Ishares National Muni Bond ETF Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 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 6,724 shares of MUB stock, worth $713,819. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,724
Previous 7,434
9.55%
Holding current value
$713,819
Previous $792 Million
7.78%
% of portfolio
0.38%
Previous 0.44%
Shares
2 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