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 $217,208. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,096
Previous 2,064
1.55%
Holding current value
$217,208
Previous $217,000
0.46%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,710Shares Held
329MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$2.99 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.02 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.04 Billion0.25% of portfolio