Simplicity Wealth,Llc Ishares National Muni Bond ETF Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 13,023 shares of MUB stock, worth $1.4 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,023
Previous 75,428
82.73%
Holding current value
$1.4 Million
Previous $8.19 Million
83.07%
% of portfolio
0.3%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,653Shares Held
327MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.32 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.96 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.42 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.14 Billion0.26% of portfolio