Summit Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,818 shares of MUB stock, worth $394,857. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,818
Previous 4,233
9.8%
Holding current value
$394,857
Previous $460 Million
11.54%
% of portfolio
0.08%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding MUB
# of Institutions
1,660Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.19 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.11 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.89 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.39 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.37 Billion1.37% of portfolio