Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,626 shares of MUB stock, worth $1.43 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
13,626
Previous 13,656
0.22%
Holding current value
$1.43 Million
Previous $1.45 Million
1.38%
% of portfolio
0.6%
Previous 0.57%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,659Shares Held
342MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.25 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.14 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.92 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.41 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio