Strategic Family Wealth Counselors, L.L.C. Ishares National Muni Bond ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 6,639 shares of MUB stock, worth $708,447. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,639
Previous 7,789 14.76%
Holding current value
$708,447
Previous $844,000 15.4%
% of portfolio
0.28%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$107.41 - $108.76 $123,521 - $125,074
-1,150 Reduced 14.76%
6,639 $714,000
Q4 2023

Jan 29, 2024
BUY
$100.97 - $108.77 $232,231 - $250,171
2,300 Added 41.9%
7,789 $844,000
Q2 2023

Aug 10, 2023
SELL
$105.16 - $108.58 $21,032 - $21,716
-200 Reduced 3.52%
5,489 $585,000
Q4 2022

Jan 25, 2023
BUY
$101.78 - $106.72 $579,026 - $607,130
5,689 New
5,689 $0

Others Institutions Holding MUB

# of Institutions
1,452
Shares Held
282M
Call Options Held
1.73M
Put Options Held
2.2M
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email