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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$105.37 - $107.16 $45,835 - $46,614
-435 Reduced 15.43%
2,384 $254,000
Q1 2024

Apr 24, 2024

BUY
$107.41 - $108.76 $429 - $435
4 Added 0.14%
2,819 $303,000
Q4 2023

Jan 11, 2024

BUY
$100.97 - $108.77 $284,230 - $306,187
2,815 New
2,815 $305,000
Q3 2022

Oct 18, 2022

BUY
$102.55 - $108.59 $274,834 - $291,021
2,680 New
2,680 $275,000

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.