Cypress Financial Planning LLC Ishares National Muni Bond ETF Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 7,260 shares of MUB stock, worth $760,339. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,260
Previous 6,538
11.04%
Holding current value
$760,339
Previous $696,000
9.63%
% of portfolio
0.28%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,674Shares Held
338MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3.02 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.93 Billion4.6% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.41 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.37 Billion1.31% of portfolio