Forum Private Client Group LLC Ishares National Muni Bond ETF Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q4 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 4,157 shares of MUB stock, worth $443,759. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,157
Previous 2,757
50.78%
Holding current value
$443,759
Previous $299 Million
47.92%
% of portfolio
0.2%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.95 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio