Certus Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 10,672 shares of MUB stock, worth $1.12 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
10,672
Previous 6,688
59.57%
Holding current value
$1.12 Million
Previous $726,000
56.61%
% of portfolio
0.79%
Previous 0.51%
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,659Shares Held
342MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.25 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.14 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.92 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.41 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio