Kingswood Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,429 shares of MUB stock, worth $909,236. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,429
Previous 5,483
53.73%
Holding current value
$909,236
Previous $590 Million
52.24%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,448Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.55 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.7 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.28 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio