Monterey Private Wealth, Inc. Ishares National Muni Bond ETF Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,865 shares of MUB stock, worth $520,409. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,865
Previous 4,859
0.12%
Holding current value
$520,409
Previous $517,000
0.97%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,780Shares 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