Bergan Kdv Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 5,108 shares of MUB stock, worth $555,239. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,108
Previous 5,170
1.2%
Holding current value
$555,239
Previous $557,000
2.15%
% of portfolio
0.05%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,450Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.57 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2.01 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.71 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.29 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio