Synergy Investment Management, LLC Ishares National Muni Bond ETF Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 11,384 shares of MUB stock, worth $1.18 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
11,384
Previous 20,987
45.76%
Holding current value
$1.18 Million
Previous $2.21 Billion
46.25%
% of portfolio
0.72%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,713Shares Held
325MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.05 Billion0.25% of portfolio