Grand Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Grand Wealth Management, LLC
- $180 Million
- Q2 2025
A detailed history of Grand Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 17,621 shares of MUB stock, worth $1.83 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
17,621
Previous 20,234
12.91%
Holding current value
$1.83 Million
Previous $2.13 Million
13.69%
% of portfolio
1.02%
Previous 1.25%
Shares
15 transactions
Others Institutions Holding MUB
# of Institutions
1,724Shares Held
321MCall Options Held
3.39MPut Options Held
633K-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.1 Billion0.39% of portfolio