Wingate Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 8,607 shares of MUB stock, worth $924,563. This represents 0.63% of its overall portfolio holdings.
Number of Shares
8,607
Previous 8,572
0.41%
Holding current value
$924,563
Previous $896 Million
2.35%
% of portfolio
0.63%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,747Shares Held
320MCall 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