Sweet Financial Partners, LLC Ishares National Muni Bond ETF Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 20,195 shares of MUB stock, worth $2.16 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
20,195
Previous 12,873
56.88%
Holding current value
$2.16 Million
Previous $1.37 Million
59.96%
% of portfolio
0.49%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding MUB
# of Institutions
1,766Shares Held
307MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio