Trademark Financial Management, LLC Ishares National Muni Bond ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,932 shares of MUB stock, worth $205,101. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,932
Previous 2,371
18.52%
Holding current value
$205,101
Previous $253 Million
16.94%
% of portfolio
0.17%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio