Investment Planning Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 24,504 shares of MUB stock, worth $2.6 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
24,504
Previous 21,847
12.16%
Holding current value
$2.6 Million
Previous $2.37 Million
9.99%
% of portfolio
1.31%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,536Shares Held
305MCall 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$1.04 Billion3.29% of portfolio