Summit Wealth Group, LLC Ishares National Muni Bond ETF Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 21,047 shares of MUB stock, worth $2.24 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
21,047
Previous 21,638
2.73%
Holding current value
$2.24 Million
Previous $2.31 Million
0.87%
% of portfolio
0.66%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio