Topel & Distasi Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 2,241 shares of MUB stock, worth $232,167. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,241
Previous 2,241
-0.0%
Holding current value
$232,167
Previous $243,000
2.06%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,653Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.2 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