Summit Wealth Group, LLC Ishares National Muni Bond ETF Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 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 $2.23 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
21,047
Previous 21,047
-0.0%
Holding current value
$2.23 Million
Previous $2.29 Million
1.88%
% of portfolio
0.65%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,661Shares Held
321MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.27 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.15 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.93 Billion4.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.4 Billion1.37% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.12 Billion0.26% of portfolio