One Charles Private Wealth Services, LLC Ishares National Muni Bond ETF Transaction History
One Charles Private Wealth Services, LLC
- $287 Million
- Q1 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 2,759 shares of MUB stock, worth $285,887. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,759
Previous 2,550
8.2%
Holding current value
$285,887
Previous $271,000
7.01%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,704Shares Held
328MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$2.99 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.02 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.04 Billion0.25% of portfolio