Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,701 shares of MUB stock, worth $2.31 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,701
Previous 21,736
0.16%
Holding current value
$2.31 Million
Previous $2.32 Billion
1.78%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,468Shares Held
294MCall Options Held
558KPut Options Held
250K-
Bank Of America Corp Charlotte, NC23.6MShares$2.52 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.05 Billion0.69% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.68 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1 Billion0.09% of portfolio