Org Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 12,495 shares of MUB stock, worth $1.33 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
12,495
Previous 10,584
18.06%
Holding current value
$1.33 Million
Previous $1.15 Billion
99.88%
% of portfolio
0.96%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,525Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio