Modern Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,656 shares of MUB stock, worth $603,834. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,656
Previous 5,721
1.14%
Holding current value
$603,834
Previous $611 Million
1.37%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,468Shares Held
293MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.52 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.68 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1 Billion0.09% of portfolio