Forte Asset Management LLC Ishares National Muni Bond ETF Transaction History
Forte Asset Management LLC
- $169 Million
- Q2 2024
A detailed history of Forte Asset Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 26,077 shares of MUB stock, worth $2.82 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
26,077
Previous 25,399
2.67%
Holding current value
$2.82 Million
Previous $2.73 Million
1.68%
% of portfolio
1.65%
Previous 1.66%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,448Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.55 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.71 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.29 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio