Burt Wealth Advisors Ishares National Muni Bond ETF Transaction History
Burt Wealth Advisors
- $393 Million
- Q1 2024
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 72,541 shares of MUB stock, worth $7.73 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
72,541
Previous 63,118
14.93%
Holding current value
$7.73 Million
Previous $6.84 Million
14.07%
% of portfolio
1.98%
Previous 1.96%
Shares
15 transactions
Others Institutions Holding MUB
# of Institutions
1,451Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.47 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.81 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.43 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.26 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio