Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 22,259 shares of MUB stock, worth $2.37 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,259
Previous 19,616
13.47%
Holding current value
$2.37 Million
Previous $2.13 Billion
12.63%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,451Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.47 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.81 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.43 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.26 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.04 Billion0.1% of portfolio