Morris Financial Concepts, Inc. Ishares National Muni Bond ETF Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 556 shares of MUB stock, worth $59,725. This represents 0.02% of its overall portfolio holdings.
Number of Shares
556
              Previous 436
              
        
           27.52%
        
      
          
        Holding current value
$59,725
            Previous $45,000
            
        
           31.11%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  16 transactions
	
  Others Institutions Holding MUB
# of Institutions
1,752Shares Held
320MCall Options Held
5.73MPut Options Held
2.36M- 
    
      Bank Of America Corp Charlotte, NC31.5MShares$3.39 Billion0.25% of portfolio
- 
    
      Envestnet Asset Management Inc20.4MShares$2.19 Billion0.65% of portfolio
- 
    
      Betterment LLC New York, NY18.6MShares$2 Billion4.13% of portfolio
- 
    
      Creative Planning Overland Park, KS12.3MShares$1.33 Billion1.11% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC10.6MShares$1.14 Billion0.39% of portfolio