Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
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 12,399 shares of MUB stock, worth $1.32 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
12,399
Previous 12,661
2.07%
Holding current value
$1.32 Million
Previous $1.35 Million
1.55%
% of portfolio
0.59%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding MUB
# of Institutions
1,468Shares Held
293MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.52 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$1.98 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.68 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1 Billion0.09% of portfolio