Schneider Downs Wealth Management Advisors, LP Ishares National Muni Bond ETF Transaction History
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 267,739 shares of MUB stock, worth $28.2 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
267,739
Previous 252,085
6.21%
Holding current value
$28.2 Million
Previous $27.4 Million
4.18%
% of portfolio
5.52%
Previous 5.72%
Shares
20 transactions
Others Institutions Holding MUB
# of Institutions
1,663Shares Held
328MCall 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
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio