Kingswood Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 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 15,711 shares of MUB stock, worth $1.69 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,711
Previous 8,429
86.39%
Holding current value
$1.69 Million
Previous $898 Million
90.0%
% of portfolio
0.12%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,507Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.75 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.06 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.81 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio