Elevate Wealth Advisory, Inc Ishares National Muni Bond ETF Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 5,649 shares of MUB stock, worth $604,273. This represents 0.53% of its overall portfolio holdings.
Number of Shares
5,649
Previous 4,061
39.1%
Holding current value
$604,273
Previous $440 Million
38.06%
% of portfolio
0.53%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,453Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.82 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.44 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.27 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio