Donaldson Capital Management, LLC Ishares National Muni Bond ETF Transaction History
Donaldson Capital Management, LLC
- $2.59 Billion
- Q3 2024
A detailed history of Donaldson Capital Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 8,505 shares of MUB stock, worth $913,522. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,505
Previous 6,665
27.61%
Holding current value
$913,522
Previous $710,000
30.0%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,503Shares Held
303MCall Options Held
506KPut Options Held
359K-
Bank Of America Corp Charlotte, NC25.6MShares$2.75 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.06 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.81 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio