Forvis Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 577,691 shares of MUB stock, worth $62.5 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
577,691
Previous 576,311
0.24%
Holding current value
$62.5 Million
Previous $62 Million
0.74%
% of portfolio
1.55%
Previous 1.59%
Shares
18 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