Burt Wealth Advisors Ishares National Muni Bond ETF Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
A detailed history of Burt Wealth Advisors transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 40,579 shares of MUB stock, worth $4.2 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
40,579
Previous 67,947
40.28%
Holding current value
$4.2 Million
Previous $7.16 Million
40.83%
% of portfolio
0.98%
Previous 1.78%
Shares
20 transactions
Others Institutions Holding MUB
# of Institutions
1,704Shares Held
328MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$2.99 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.02 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.04 Billion0.25% of portfolio