Beta Wealth Group, Inc. Ishares National Muni Bond ETF Transaction History
Beta Wealth Group, Inc.
- $203 Million
- Q3 2024
A detailed history of Beta Wealth Group, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,025 shares of MUB stock, worth $533,454. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,025
Previous 5,112
1.7%
Holding current value
$533,454
Previous $544,000
0.18%
% of portfolio
0.27%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio