Williams Jones Wealth Management, Llc. Ishares National Muni Bond ETF Transaction History
Williams Jones Wealth Management, Llc.
- $8.55 Billion
- Q3 2025
A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,700 shares of MUB stock, worth $288,819. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,700
Previous 2,700
-0.0%
Holding current value
$288,819
Previous $282,000
1.77%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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