Wescott Financial Advisory Group, LLC Ishares National Muni Bond ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,189 shares of MUB stock, worth $657,828. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,189
Previous 6,158
0.5%
Holding current value
$657,828
Previous $656,000
2.44%
% of portfolio
0.08%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,545Shares Held
305MCall 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$1.04 Billion3.29% of portfolio