Compass Wealth Management, Llc/Ga Ishares National Muni Bond ETF Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 8,049 shares of MUB stock, worth $861,001. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,049
Previous 8,508
5.39%
Holding current value
$861,001
Previous $889 Million
3.53%
% of portfolio
0.38%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,764Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio