Defined Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Defined Wealth Management, LLC
- $155 Million
- Q2 2025
A detailed history of Defined Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 2,096 shares of MUB stock, worth $218,025. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,096
Previous 2,064
1.55%
Holding current value
$218,025
Previous $217,000
0.46%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,725Shares Held
320MCall Options Held
4.25MPut Options Held
1.78M-
Bank Of America Corp Charlotte, NC31.5MShares$3.28 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$1.93 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.1 Billion0.39% of portfolio