Concord Wealth Partners Ishares National Muni Bond ETF Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Concord Wealth Partners holds 2,865 shares of MUB stock, worth $303,546. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,865
Previous 2,966
3.41%
Holding current value
$303,546
Previous $322,000
5.28%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding MUB
# of Institutions
1,661Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.27 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.16 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.93 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.4 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio