Summit Financial Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,982 shares of MUB stock, worth $726,267. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,982
Previous 6,982
-0.0%
Holding current value
$726,267
Previous $758,000
1.98%
% of portfolio
0.15%
Previous 0.15%
Shares
21 transactions
Others Institutions Holding MUB
# of Institutions
1,654Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.21 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.12 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.9 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.38 Billion1.37% of portfolio