Sofi Wealth, LLC Ishares National Muni Bond ETF Transaction History
Sofi Wealth, LLC
- $1.44 Billion
- Q3 2025
A detailed history of Sofi Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 577,779 shares of MUB stock, worth $61.8 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
577,779
Previous 658,127
12.21%
Holding current value
$61.8 Million
Previous $68.8 Million
10.52%
% of portfolio
4.28%
Previous 5.09%
Shares
15 transactions
Others Institutions Holding MUB
# of Institutions
1,767Shares Held
307MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio