Triad Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 19,624 shares of MUB stock, worth $2.09 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
19,624
Previous 9,859
99.05%
Holding current value
$2.09 Million
Previous $1.05 Billion
102.93%
% of portfolio
1.13%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,468Shares Held
294MCall Options Held
558KPut Options Held
250K-
Bank Of America Corp Charlotte, NC23.6MShares$2.52 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.05 Billion0.69% 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