Modera Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 156,636 shares of MUB stock, worth $16.8 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
156,636
Previous 151,500
3.39%
Holding current value
$16.8 Million
Previous $16.4 Million
2.62%
% of portfolio
0.26%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding MUB
# of Institutions
1,455Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.48 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