Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 22,767 shares of MUB stock, worth $2.45 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,767
Previous 21,701
4.91%
Holding current value
$2.45 Million
Previous $2.36 Billion
2.91%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.33 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.97 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.42 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.14 Billion0.26% of portfolio