Shared Vision Wealth Group LLC Ishares National Muni Bond ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 8,857 shares of MUB stock, worth $941,321. This represents 0.51% of its overall portfolio holdings.
Number of Shares
8,857
Previous 5,395
64.17%
Holding current value
$941,321
Previous $575 Million
67.38%
% of portfolio
0.51%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio