Morton Brown Family Wealth, LLC Ishares National Muni Bond ETF Transaction History
Morton Brown Family Wealth, LLC
- $328 Million
- Q2 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 177,090 shares of MUB stock, worth $18.4 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
177,090
Previous 211,672
16.34%
Holding current value
$18.4 Million
Previous $22.3 Million
17.1%
% of portfolio
5.63%
Previous 7.59%
Shares
15 transactions
Others Institutions Holding MUB
# of Institutions
1,724Shares Held
321MCall Options Held
3.39MPut Options Held
633K-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.1 Billion0.39% of portfolio