Wingate Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 8,739 shares of MUB stock, worth $905,535. This represents 1.06% of its overall portfolio holdings.
Number of Shares
8,739
Previous 8,716
0.26%
Holding current value
$905,535
Previous $929 Million
0.79%
% of portfolio
1.06%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,704Shares Held
328MCall Options Held
940KPut Options Held
4.43M-
Bank Of America Corp Charlotte, NC28.8MShares$2.99 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
-
Creative Planning Overland Park, KS13.1MShares$1.36 Billion1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA10.1MShares$1.04 Billion0.25% of portfolio