One Wealth Management Investment & Advisory Services, LLC Ishares National Muni Bond ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 82,607 shares of MUB stock, worth $8.84 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
82,607
Previous 88,881
7.06%
Holding current value
$8.84 Million
Previous $9.56 Billion
7.97%
% of portfolio
3.5%
Previous 3.91%
Shares
3 transactions
Others Institutions Holding MUB
# of Institutions
1,470Shares Held
292MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.53 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.01 Billion0.09% of portfolio