Kathleen S. Wright Associates Inc. Ishares National Muni Bond ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,102 shares of MUB stock, worth $221,109. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,102
Previous 2,105
0.14%
Holding current value
$221,109
Previous $228,000
2.19%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,661Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.25 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.14 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.92 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio