Legacy Financial Strategies, LLC Ishares National Muni Bond ETF Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 66,420 shares of MUB stock, worth $7.15 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
66,420
Previous 68,083
2.44%
Holding current value
$7.15 Million
Previous $7.4 Million
4.3%
% of portfolio
1.53%
Previous 1.65%
Shares
27 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.33 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.97 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.42 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.14 Billion0.26% of portfolio