Falcon Wealth Planning Ishares National Muni Bond ETF Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 9,147 shares of MUB stock, worth $978,454. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,147
Previous 5,717
60.0%
Holding current value
$978,454
Previous $597,000
63.15%
% of portfolio
0.1%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,766Shares Held
307MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio