Cliftonlarsonallen Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,117,484 shares of MUB stock, worth $121 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
1,117,484
Previous 1,119,661
0.19%
Holding current value
$121 Million
Previous $120 Million
1.17%
% of portfolio
2.55%
Previous 2.74%
Shares
27 transactions
Others Institutions Holding MUB
# of Institutions
1,448Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.55 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2 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