Consilio Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Consilio Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 12,682 shares of MUB stock, worth $1.37 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
12,682
Previous 12,820
1.08%
Holding current value
$1.37 Million
Previous $1.38 Million
2.03%
% of portfolio
0.61%
Previous 0.65%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,452Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.55 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.7 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.29 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio