Elevate Wealth Advisory, Inc Ishares National Muni Bond ETF Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 5,674 shares of MUB stock, worth $605,756. This represents 0.49% of its overall portfolio holdings.
Number of Shares
5,674
Previous 5,649
0.44%
Holding current value
$605,756
Previous $608 Million
0.54%
% of portfolio
0.49%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,468Shares Held
293MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.52 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.68 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1 Billion0.09% of portfolio