Heritage Wealth Management, Inc./Texas Ishares National Muni Bond ETF Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 123,778 shares of MUB stock, worth $13.2 Million. This represents 6.42% of its overall portfolio holdings.
Number of Shares
123,778Holding current value
$13.2 Million% of portfolio
6.42%Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,742Shares Held
321MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.37 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.18 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$1.99 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.32 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.13 Billion0.39% of portfolio