Monterey Private Wealth, Inc. Ishares National Muni Bond ETF Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,859 shares of MUB stock, worth $516,171. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,859Holding current value
$516,171% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,528Shares Held
305MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio