Beta Wealth Group, Inc. Ishares National Muni Bond ETF Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 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 4,814 shares of MUB stock, worth $512,931. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,814
Previous 6,066
20.64%
Holding current value
$512,931
Previous $657,000
21.31%
% of portfolio
0.27%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,451Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.47 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.81 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.43 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.26 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio