Waterford Advisors, LLC Ishares National Muni Bond ETF Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 62,366 shares of MUB stock, worth $6.76 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
62,366
Previous 63,603
1.94%
Holding current value
$6.76 Million
Previous $6.84 Million
2.89%
% of portfolio
2.79%
Previous 2.9%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,450Shares Held
287MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.56 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2.01 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.71 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.29 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio