Level Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Level Wealth Management LLC
- $153 Billion
- Q1 2025
A detailed history of Level Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 11,015 shares of MUB stock, worth $1.15 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
11,015
Previous 5,897
86.79%
Holding current value
$1.15 Million
Previous $628 Million
84.84%
% of portfolio
0.76%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,666Shares Held
338MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.23 Billion0.28% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.91 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.41 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio