Sofi Wealth, LLC Ishares National Muni Bond ETF Transaction History
Sofi Wealth, LLC
- $1.19 Billion
- Q2 2024
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 442,926 shares of MUB stock, worth $47.5 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
442,926
Previous 402,407
10.07%
Holding current value
$47.5 Million
Previous $43.3 Million
9.0%
% of portfolio
3.96%
Previous 4.03%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,439Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.49 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.82 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.44 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