Stone Point Wealth LLC Ishares National Muni Bond ETF Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,143 shares of MUB stock, worth $871,056. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,143
Previous 8,816
7.63%
Holding current value
$871,056
Previous $921,000
5.86%
% of portfolio
0.25%
Previous 0.29%
Shares
16 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