Bromfield Sneider Wealth Advisors Ishares National Muni Bond ETF Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 68,671 shares of MUB stock, worth $7.3 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
68,671
Previous 63,017
8.97%
Holding current value
$7.3 Million
Previous $6.83 Million
8.15%
% of portfolio
4.61%
Previous 4.66%
Shares
9 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$1.04 Billion3.29% of portfolio