Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,986 shares of MUB stock, worth $1.5 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
13,986
Previous 12,399
12.8%
Holding current value
$1.5 Million
Previous $1.33 Million
13.37%
% of portfolio
0.67%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,508Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.75 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.07 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.82 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio