Compass Financial Group, Inc. Ishares National Muni Bond ETF Transaction History
Compass Financial Group, Inc.
- $201 Million
- Q3 2024
A detailed history of Compass Financial Group, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Compass Financial Group, Inc. holds 10,956 shares of MUB stock, worth $1.18 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
10,956
Previous 10,219
7.21%
Holding current value
$1.18 Million
Previous $1.09 Million
9.38%
% of portfolio
0.59%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,508Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.75 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.07 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.82 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio