Invenio Wealth Partners LLC Ishares National Muni Bond ETF Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
A detailed history of Invenio Wealth Partners LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 53,664 shares of MUB stock, worth $5.74 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
53,664
Previous 50,444
6.38%
Holding current value
$5.74 Million
Previous $5.43 Billion
5.35%
% of portfolio
2.83%
Previous 2.93%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,462Shares Held
291MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.52 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio