Cliftonlarsonallen Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
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 802,166 shares of MUB stock, worth $83.7 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
802,166
Previous 1,124,699
28.68%
Holding current value
$83.7 Million
Previous $120 Million
29.42%
% of portfolio
1.58%
Previous 2.32%
Shares
30 transactions
Others Institutions Holding MUB
# of Institutions
1,685Shares Held
326MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3.01 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.03 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.92 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.37 Billion1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.05 Billion0.25% of portfolio