Bordeaux Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 9,022 shares of MUB stock, worth $971,579. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,022
Previous 8,943
0.88%
Holding current value
$971,579
Previous $952,000
0.95%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.33 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.97 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.42 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.14 Billion0.26% of portfolio