Erickson Financial Group, LLC Ishares National Muni Bond ETF Transaction History
Erickson Financial Group, LLC
- $140 Million
- Q4 2024
A detailed history of Erickson Financial Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Erickson Financial Group, LLC holds 2,684 shares of MUB stock, worth $285,953. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,684
Previous 3,642
26.3%
Holding current value
$285,953
Previous $395,000
27.85%
% of portfolio
0.2%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding MUB
# of Institutions
1,558Shares Held
309MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.73 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.05 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.8 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio