Stone Point Wealth LLC Ishares National Muni Bond ETF Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,925 shares of MUB stock, worth $1.29 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,925
Previous 12,023
0.82%
Holding current value
$1.29 Million
Previous $1.29 Million
1.78%
% of portfolio
0.46%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,448Shares Held
286MCall Options Held
57.4KPut Options Held
1.75M-
Bank Of America Corp Charlotte, NC23.6MShares$2.55 Billion0.23% of portfolio
-
Envestnet Asset Management Inc18.5MShares$2 Billion0.7% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.71 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.29 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.41MShares$1.02 Billion0.09% of portfolio