Robertson Stephens Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 137,365 shares of MUB stock, worth $14.8 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
137,365
Previous 103,411
32.83%
Holding current value
$14.8 Million
Previous $10.9 Million
31.62%
% of portfolio
0.47%
Previous 0.38%
Shares
20 transactions
Others Institutions Holding MUB
# of Institutions
1,754Shares Held
315MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.39 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$2 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.33 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.14 Billion0.39% of portfolio