Wheelhouse Advisory Group LLC Ishares National Muni Bond ETF Transaction History
Wheelhouse Advisory Group LLC
- $203 Billion
- Q2 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 3,041 shares of MUB stock, worth $325,234. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,041
Previous 3,371
9.79%
Holding current value
$325,234
Previous $356 Million
10.62%
% of portfolio
0.16%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,742Shares Held
321MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.37 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.18 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$1.99 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.32 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.13 Billion0.39% of portfolio