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 $7.4 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
68,671
Previous 63,017
8.97%
Holding current value
$7.4 Million
Previous $6.83 Million
8.15%
% of portfolio
4.61%
Previous 4.66%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,654Shares Held
327MCall 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