Investments & Financial Planning, LLC Ishares National Muni Bond ETF Transaction History
Investments & Financial Planning, LLC
- $162 Million
- Q4 2024
A detailed history of Investments & Financial Planning, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 6,674 shares of MUB stock, worth $691,426. This represents 0.44% of its overall portfolio holdings.
Number of Shares
6,674
Previous 6,658
0.24%
Holding current value
$691,426
Previous $723,000
1.66%
% of portfolio
0.44%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,656Shares Held
340MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.2 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.11 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.89 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.39 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.37 Billion1.37% of portfolio