Dogwood Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Dogwood Wealth Management LLC
- $190 Billion
- Q1 2025
A detailed history of Dogwood Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 60,775 shares of MUB stock, worth $6.31 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
60,775
Previous 60,879
0.17%
Holding current value
$6.31 Million
Previous $6.49 Billion
1.21%
% of portfolio
3.37%
Previous 3.43%
Shares
6 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$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
-
Gamma Investing LLC Foster City, CA13.4MShares$1.39 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio