Wescott Financial Advisory Group, LLC Ishares National Muni Bond ETF Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
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 3,959 shares of MUB stock, worth $423,494. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,959
Previous 3,945
0.35%
Holding current value
$423,494
Previous $412,000
2.18%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding MUB
# of Institutions
1,782Shares Held
308MCall 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
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio