Intergy Private Wealth, LLC Ishares National Muni Bond ETF Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,390 shares of MUB stock, worth $253,722. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,390
Previous 2,384
0.25%
Holding current value
$253,722
Previous $254,000
1.97%
% of portfolio
0.1%
Previous 0.11%
Shares
5 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