Tpg Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History
Tpg Financial Advisors, LLC
- $230 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,644Shares Held
327MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.17 Billion0.72% of portfolio
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Betterment LLC New York, NY18.3MShares$1.95 Billion4.68% of portfolio
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Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.37% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.13 Billion0.26% of portfolio