Burt Wealth Advisors Ishares National Muni Bond ETF Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 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 67,947 shares of MUB stock, worth $7.06 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
67,947
Previous 69,089
1.65%
Holding current value
$7.06 Million
Previous $7.36 Million
2.68%
% of portfolio
1.78%
Previous 1.87%
Shares
19 transactions
Others Institutions Holding MUB
# of Institutions
1,677Shares Held
338MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 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
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio