Philip James Wealth Mangement, LLC Ishares National Muni Bond ETF Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,276 shares of MUB stock, worth $772,420. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,276
Previous 7,266
0.14%
Holding current value
$772,420
Previous $774 Million
2.09%
% of portfolio
0.1%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio