Kingswood Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,429 shares of MUB stock, worth $903,420. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,429
Previous 5,483
53.73%
Holding current value
$903,420
Previous $590 Million
52.24%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,435Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.49 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