Shared Vision Wealth Group LLC Ishares National Muni Bond ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 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 5,209 shares of MUB stock, worth $556,633. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,209
Previous 4,056
28.43%
Holding current value
$556,633
Previous $440 Million
27.47%
% of portfolio
0.35%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,452Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.82 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.43 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.27 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio