Org Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
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 5,696 shares of MUB stock, worth $592,497. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,696
Previous 12,488
54.39%
Holding current value
$592,497
Previous $1.32 Million
54.79%
% of portfolio
0.26%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,706Shares Held
325MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.1 Billion0.39% of portfolio