Collaborative Wealth Managment Inc. Ishares National Muni Bond ETF Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,192 shares of MUB stock, worth $437,183. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,192
Previous 4,089
2.52%
Holding current value
$437,183
Previous $435,000
1.61%
% of portfolio
0.21%
Previous 0.2%
Shares
14 transactions
Others Institutions Holding MUB
# of Institutions
1,674Shares Held
339MCall 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
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.37 Billion1.31% of portfolio