Heritage Financial Services, LLC Ishares National Muni Bond ETF Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 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 6,005 shares of MUB stock, worth $638,871. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,005
Previous 5,190
15.7%
Holding current value
$638,871
Previous $563,000
13.5%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,659Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.29 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.94 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