Discipline Wealth Solutions, LLC Ishares National Muni Bond ETF Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,694 shares of MUB stock, worth $384,249. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,694
Previous 3,762
1.81%
Holding current value
$384,249
Previous $400,000
2.75%
% of portfolio
0.2%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,658Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.21 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.9 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.38 Billion1.37% of portfolio