Vertex Planning Partners, LLC Ishares National Muni Bond ETF Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 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 10,821 shares of MUB stock, worth $1.16 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,821
Previous 10,051
7.66%
Holding current value
$1.16 Million
Previous $1.06 Billion
6.68%
% of portfolio
0.24%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,754Shares Held
315MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.39 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$2 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.33 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.14 Billion0.39% of portfolio