Modern Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,358 shares of MUB stock, worth $579,146. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,358
Previous 5,656 5.27%
Holding current value
$579,146
Previous $603 Million 3.41%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$106.13 - $108.7 $31,626 - $32,392
-298 Reduced 5.27%
5,358 $582 Million
Q2 2024

Aug 07, 2024
SELL
$105.37 - $107.16 $6,849 - $6,965
-65 Reduced 1.14%
5,656 $603 Million
Q1 2024

May 13, 2024
BUY
$107.41 - $108.76 $166,485 - $168,578
1,550 Added 37.16%
5,721 $611 Million
Q4 2023

Feb 14, 2024
BUY
$100.97 - $108.77 $421,145 - $453,679
4,171 New
4,171 $452 Million

Others Institutions Holding MUB

# of Institutions
1,509
Shares Held
304M
Call Options Held
506K
Put Options Held
427K
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email