Bernardo Wealth Planning LLC Ishares National Muni Bond ETF Transaction History
Bernardo Wealth Planning LLC
- $372 Million
- Q2 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 21,132 shares of MUB stock, worth $2.3 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
21,132
Previous 21,094
0.18%
Holding current value
$2.3 Million
Previous $2.27 Million
0.79%
% of portfolio
0.61%
Previous 0.63%
Shares
20 transactions
Others Institutions Holding MUB
# of Institutions
1,452Shares 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