Sage View Advisory Group, LLC Ishares National Muni Bond ETF Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 277,962 shares of MUB stock, worth $29.6 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
277,962
Previous 181,155
53.44%
Holding current value
$29.6 Million
Previous $19.7 Billion
50.5%
% of portfolio
1.27%
Previous 1.0%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,637Shares Held
322MCall Options Held
697KPut Options Held
1.39M-
Bank Of America Corp Charlotte, NC30.9MShares$3.29 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.95 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio