Xcel Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,892 shares of MUB stock, worth $202,500. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,892
Previous 1,892
-0.0%
Holding current value
$202,500
Previous $201,000
1.99%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,470Shares Held
292MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.53 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio