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 $982,570. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,147
Previous 5,717
60.0%
Holding current value
$982,570
Previous $597,000
63.15%
% of portfolio
0.1%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,754Shares Held
315MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.39 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$2 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.33 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.14 Billion0.39% of portfolio