Falcon Wealth Planning Ishares National Muni Bond ETF Transaction History
Falcon Wealth Planning
- $889 Million
- Q2 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 5,717 shares of MUB stock, worth $594,682. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,717
Previous 2,978
91.97%
Holding current value
$594,682
Previous $314,000
90.13%
% of portfolio
0.07%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,713Shares Held
325MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.05 Billion0.25% of portfolio