Morris Financial Concepts, Inc. Ishares National Muni Bond ETF Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
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 1,730 shares of MUB stock, worth $185,161. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,730
Previous 1,615
7.12%
Holding current value
$185,161
Previous $175,000
6.29%
% of portfolio
0.1%
Previous 0.1%
Shares
10 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