One Ascent Wealth Management LLC Ishares National Muni Bond ETF Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,508Shares 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$2.07 Billion0.69% of portfolio
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Betterment LLC New York, NY16.9MShares$1.82 Billion4.41% of portfolio
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Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
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Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio