Curtis Advisory Group, LLC Ishares National Muni Bond ETF Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,713Shares Held
325MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
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Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
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Wells Fargo & Company San Francisco, CA10.1MShares$1.05 Billion0.25% of portfolio