Personal Cfo Solutions, LLC Ishares National Muni Bond ETF Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,446 shares of MUB stock, worth $584,954. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,446
Previous 2,953
84.42%
Holding current value
$584,954
Previous $314,000
88.22%
% of portfolio
0.08%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,507Shares 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$2.06 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.81 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio