Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 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 13,529 shares of MUB stock, worth $1.45 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
13,529
Previous 13,681
1.11%
Holding current value
$1.45 Million
Previous $1.43 Million
0.77%
% of portfolio
0.47%
Previous 0.52%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,742Shares Held
321MCall 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