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 $2.15 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
20,195
Previous 12,873
56.88%
Holding current value
$2.15 Million
Previous $1.37 Million
59.96%
% of portfolio
0.49%
Previous 0.32%
Shares
9 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