Perigon Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 186,618 shares of MUB stock, worth $20 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
186,618
Previous 195,936
4.76%
Holding current value
$20 Million
Previous $20.5 Million
2.93%
% of portfolio
0.42%
Previous 0.49%
Shares
35 transactions
Others Institutions Holding MUB
# of Institutions
1,763Shares 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