Engrave Wealth Partners LLC Ishares National Muni Bond ETF Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 6,603 shares of MUB stock, worth $704,870. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,603
Previous 6,559
0.67%
Holding current value
$704,870
Previous $672,000
6.4%
% of portfolio
0.2%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.95 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio