Congress Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,157 shares of MUB stock, worth $2.91 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,157
Previous 30,335
10.48%
Holding current value
$2.91 Million
Previous $3.29 Million
11.13%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,438Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.49 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.83 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.44 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.27 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio