Morgan Rosel Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Morgan Rosel Wealth Management, LLC
- $366 Million
- Q3 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 6,876 shares of MUB stock, worth $735,525. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,876
Previous 6,644
3.49%
Holding current value
$735,525
Previous $694,000
5.48%
% of portfolio
0.2%
Previous 0.2%
Shares
12 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