Oakwell Private Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 72,081 shares of MUB stock, worth $7.74 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
72,081
Previous 74,538
3.3%
Holding current value
$7.74 Million
Previous $7.94 Million
1.41%
% of portfolio
2.25%
Previous 2.24%
Shares
16 transactions
Others Institutions Holding MUB
# of Institutions
1,507Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.75 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.06 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.81 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio