One Charles Private Wealth Services, LLC Ishares National Muni Bond ETF Transaction History
One Charles Private Wealth Services, LLC
- $342 Million
- Q3 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 2,550 shares of MUB stock, worth $272,773. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,550
Previous 2,550
-0.0%
Holding current value
$272,773
Previous $266,000
1.88%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding MUB
# of Institutions
1,771Shares Held
307MCall 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