Heritage Wealth Management, Inc. /Ca/ Ishares National Muni Bond ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $139 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,712 shares of MUB stock, worth $391,059. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,712Holding current value
$391,059% of portfolio
0.28%Shares
1 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$3.25 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.14 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.92 Billion4.68% of portfolio
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Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio