Dynamic Wealth Strategies, LLC Ishares National Muni Bond ETF Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,032 shares of MUB stock, worth $317,541. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,032
Previous 2,722
11.39%
Holding current value
$317,541
Previous $290,000
10.0%
% of portfolio
0.27%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,672Shares Held
338MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3.02 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.93 Billion4.6% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.41 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.37 Billion1.31% of portfolio