Smallwood Wealth Investment Management, LLC Ishares National Muni Bond ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $142 Million
- Q4 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 26,637 shares of MUB stock, worth $2.84 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
26,637
Previous 27,949
4.69%
Holding current value
$2.84 Million
Previous $3.04 Million
6.52%
% of portfolio
2.0%
Previous 2.22%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,558Shares Held
309MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.73 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.05 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.8 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.35 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio