Bordeaux Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
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 9,127 shares of MUB stock, worth $980,422. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,127
Previous 9,466
3.58%
Holding current value
$980,422
Previous $998,000
4.51%
% of portfolio
0.12%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,740Shares Held
321MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.39 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$2 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.33 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.14 Billion0.39% of portfolio