Strategic Wealth Partners, Ltd. Ishares National Muni Bond ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,524 shares of MUB stock, worth $380,662. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,524
Previous 2,165 62.77%
Holding current value
$380,662
Previous $234,000 61.97%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$107.41 - $108.76 $145,970 - $147,804
1,359 Added 62.77%
3,524 $379,000
Q4 2023

May 20, 2024
SELL
$100.97 - $108.77 $31,502 - $33,936
-312 Reduced 12.6%
2,165 $234,000
Q3 2023

May 20, 2024
SELL
$102.54 - $107.39 $38,042 - $39,841
-371 Reduced 13.03%
2,477 $253,000
Q2 2023

May 20, 2024
SELL
$105.16 - $108.58 $70,352 - $72,640
-669 Reduced 19.02%
2,848 $303,000
Q1 2023

Apr 24, 2023
BUY
$104.99 - $108.49 $40,841 - $42,202
389 Added 12.44%
3,517 $378,000
Q4 2022

Apr 24, 2023
SELL
$101.51 - $106.72 $329,907 - $346,840
-3,250 Reduced 50.96%
3,128 $330,000
Q3 2022

Apr 24, 2023
BUY
$102.55 - $108.59 $654,063 - $692,587
6,378 New
6,378 $659,000
Q4 2019

Jan 30, 2020
SELL
$113.18 - $114.61 $22,636 - $22,922
-200 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$112.74 - $115.35 $22,548 - $23,070
200 New
200 $22,000

Others Institutions Holding MUB

# of Institutions
1,452
Shares Held
286M
Call Options Held
57.4K
Put Options Held
1.75M
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email