Heartwood Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 105,912 shares of MUB stock, worth $11.5 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
105,912
Previous 103,917
1.92%
Holding current value
$11.5 Million
Previous $11.2 Million
0.92%
% of portfolio
1.35%
Previous 1.38%
Shares
19 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