Kagan Cocozza Asset Management Ishares National Muni Bond ETF Transaction History
Kagan Cocozza Asset Management
- $132 Billion
- Q3 2025
A detailed history of Kagan Cocozza Asset Management transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 7,370 shares of MUB stock, worth $788,368. This represents 0.59% of its overall portfolio holdings.
Number of Shares
7,370
Previous 6,862
7.4%
Holding current value
$788,368
Previous $717 Million
9.47%
% of portfolio
0.59%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,763Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio