Congress Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 25,179 shares of MUB stock, worth $2.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,179
Previous 24,702
1.93%
Holding current value
$2.7 Million
Previous $2.63 Million
3.95%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,483Shares Held
297MCall Options Held
558KPut Options Held
250K-
Bank Of America Corp Charlotte, NC23.6MShares$2.53 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.06 Billion0.69% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio