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 $206,781. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,932
Previous 2,371
18.52%
Holding current value
$206,781
Previous $253 Million
16.94%
% of portfolio
0.17%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,467Shares Held
292MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.53 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio