9258 Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,633 shares of MUB stock, worth $481,137. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,633
Previous 4,190
10.57%
Holding current value
$481,137
Previous $446,000
12.78%
% of portfolio
0.08%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,677Shares Held
338MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.02 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio