Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,529 shares of MUB stock, worth $1.45 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
13,529
Previous 13,681
1.11%
Holding current value
$1.45 Million
Previous $1.43 Million
0.77%
% of portfolio
0.47%
Previous 0.52%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,769Shares 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