True Wealth Design, LLC Ishares National Muni Bond ETF Transaction History
True Wealth Design, LLC
- $341 Billion
- Q4 2025
Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,766Shares Held
307MCall 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
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Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
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Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
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Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio