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 $523,265. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,859Holding current value
$523,265% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,657Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.33 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.97 Billion4.68% of portfolio
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Creative Planning Overland Park, KS13.2MShares$1.42 Billion1.37% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.14 Billion0.26% of portfolio