Charter Oak Capital Management, LLC Ishares National Muni Bond ETF Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 5,257 shares of MUB stock, worth $571,435. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,257
Previous 5,857
10.24%
Holding current value
$571,435
Previous $630,000
11.11%
% of portfolio
0.06%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding MUB
# of Institutions
1,450Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.57 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2.01 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.71 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.29 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio