Summit Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,233 shares of MUB stock, worth $455,470. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,233
Previous 3,703
14.31%
Holding current value
$455,470
Previous $395 Million
16.54%
% of portfolio
0.09%
Previous 0.08%
Shares
20 transactions
Others Institutions Holding MUB
# of Institutions
1,509Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.75 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.07 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.82 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio