Phillips Financial Management, LLC Ishares National Muni Bond ETF Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 59,385 shares of MUB stock, worth $6.34 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
59,385
Previous 60,457
1.77%
Holding current value
$6.34 Million
Previous $6.44 Million
0.14%
% of portfolio
0.51%
Previous 0.54%
Shares
28 transactions
Others Institutions Holding MUB
# of Institutions
1,586Shares Held
302MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.73 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.05 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.8 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.7MShares$1.03 Billion0.09% of portfolio