Forum Private Client Group LLC Ishares National Muni Bond ETF Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q3 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 2,757 shares of MUB stock, worth $293,013. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,757
Previous 2,013
36.96%
Holding current value
$293,013
Previous $215 Million
39.58%
% of portfolio
0.13%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio