Heritage Oak Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,972 shares of MUB stock, worth $316,518. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,972Holding current value
$316,518% of portfolio
0.15%Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,649Shares Held
327MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.29 Billion0.28% of portfolio
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Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
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Betterment LLC New York, NY18.3MShares$1.94 Billion4.68% of portfolio
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Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio