Heritage Family Offices, LLP Ishares National Muni Bond ETF Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 6,029 shares of MUB stock, worth $626,111. This represents 0.33% of its overall portfolio holdings.
Number of Shares
6,029
Previous 6,359
5.19%
Holding current value
$626,111
Previous $678 Million
6.18%
% of portfolio
0.33%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,677Shares Held
338MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.02 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio