Intergy Private Wealth, LLC Ishares National Muni Bond ETF Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,384 shares of MUB stock, worth $257,829. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,384
Previous 2,819
15.43%
Holding current value
$257,829
Previous $303,000
16.17%
% of portfolio
0.11%
Previous 0.13%
Shares
4 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