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 $4.36 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
40,579
              Previous 67,947
              
        
           40.28%
        
      
          
        Holding current value
$4.36 Million
            Previous $7.16 Million
            
        
           40.83%
        
      
          
        % of portfolio
0.98%
            Previous 1.78%
          
        Shares
	  20 transactions
	
  Others Institutions Holding MUB
# of Institutions
1,750Shares Held
320MCall 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