Source Financial Advisors LLC Ishares National Muni Bond ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,656Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.18 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.1 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.88 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.39 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.36 Billion1.37% of portfolio