Wealthsource Partners, LLC Ishares National Muni Bond ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 102,254 shares of MUB stock, worth $10.9 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
102,254
Previous 150,300
31.97%
Holding current value
$10.9 Million
Previous $15.4 Million
28.07%
% of portfolio
0.73%
Previous 1.06%
Shares
28 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