Vertex Planning Partners, LLC Ishares National Muni Bond ETF Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,051 shares of MUB stock, worth $1.04 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,051
Previous 10,013
0.38%
Holding current value
$1.04 Million
Previous $1.07 Billion
0.67%
% of portfolio
0.23%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,676Shares Held
338MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$3 Billion0.25% of portfolio
-
Envestnet Asset Management Inc19.5MShares$2.02 Billion0.69% of portfolio
-
Betterment LLC New York, NY18.4MShares$1.91 Billion4.6% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.4 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio