Robertson Stephens Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 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 118,066 shares of MUB stock, worth $12.6 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
118,066
Previous 137,365
14.05%
Holding current value
$12.6 Million
Previous $14.4 Million
12.4%
% of portfolio
0.39%
Previous 0.47%
Shares
21 transactions
Others Institutions Holding MUB
# of Institutions
1,766Shares Held
307MCall 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