Org Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 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 4,036 shares of MUB stock, worth $431,730. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,036
Previous 5,696
29.14%
Holding current value
$431,730
Previous $595,000
27.9%
% of portfolio
0.16%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,764Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio