Philip James Wealth Mangement, LLC Ishares National Muni Bond ETF Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,266 shares of MUB stock, worth $785,817. This represents 0.52% of its overall portfolio holdings.
Number of Shares
7,266
Previous 20,999
65.4%
Holding current value
$785,817
Previous $2.26 Billion
65.74%
% of portfolio
0.52%
Previous 1.6%
Shares
3 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$1.71 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