Kathleen S. Wright Associates Inc. Ishares National Muni Bond ETF Transaction History
Kathleen S. Wright Associates Inc.
- $215 Million
- Q1 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,013 shares of MUB stock, worth $215,451. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,013
Previous 2,012
0.05%
Holding current value
$215,451
Previous $218,000
0.92%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,455Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.82 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.44 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.27 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio