Martel Wealth Advisors Inc Ishares National Muni Bond ETF Transaction History
Martel Wealth Advisors Inc
- $571 Billion
- Q3 2025
A detailed history of Martel Wealth Advisors Inc transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 98,656 shares of MUB stock, worth $10.6 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
98,656
Previous 92,157
7.05%
Holding current value
$10.6 Million
Previous $9.63 Billion
9.11%
% of portfolio
1.84%
Previous 1.79%
Shares
29 transactions
Others Institutions Holding MUB
# of Institutions
1,764Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio