Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 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 13,681 shares of MUB stock, worth $1.42 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
13,681
Previous 13,626
0.4%
Holding current value
$1.42 Million
Previous $1.43 Million
0.28%
% of portfolio
0.52%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,713Shares Held
325MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.28 Billion1.11% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.05 Billion0.25% of portfolio