Heritage Financial Services, LLC Ishares National Muni Bond ETF Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 2024
A detailed history of Heritage Financial Services, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,190 shares of MUB stock, worth $555,174. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,190
Previous 5,190
-0.0%
Holding current value
$555,174
Previous $562,000
0.71%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,453Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.82 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.44 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.27 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio