Precedent Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 51,616 shares of MUB stock, worth $5.54 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
51,616
Previous 51,250
0.71%
Holding current value
$5.54 Million
Previous $5.46 Billion
2.68%
% of portfolio
1.85%
Previous 2.2%
Shares
3 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