Martel Wealth Advisors Inc Ishares National Muni Bond ETF Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
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 89,980 shares of MUB stock, worth $9.71 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
89,980
Previous 86,796
3.67%
Holding current value
$9.71 Million
Previous $9.25 Billion
5.1%
% of portfolio
1.99%
Previous 1.98%
Shares
16 transactions
Others Institutions Holding MUB
# of Institutions
1,454Shares Held
288MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.55 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.7 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio