Apex Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 2,097 shares of MUB stock, worth $218,129. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,097
Previous 2,491
15.82%
Holding current value
$218,129
Previous $263 Million
16.61%
% of portfolio
0.18%
Previous 0.24%
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