Morris Financial Concepts, Inc. Ishares National Muni Bond ETF Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 556 shares of MUB stock, worth $59,475. This represents 0.02% of its overall portfolio holdings.
Number of Shares
556
Previous 436
27.52%
Holding current value
$59,475
Previous $45,000
31.11%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding MUB
# of Institutions
1,782Shares 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