Topel & Distasi Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 2,241 shares of MUB stock, worth $236,761. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,241
Previous 2,241
-0.0%
Holding current value
$236,761
Previous $238,000
2.1%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding MUB
# of Institutions
1,516Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.7 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.03 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.78 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.33 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.03 Billion3.29% of portfolio