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 $920,690. This represents 0.63% of its overall portfolio holdings.
Number of Shares
8,607
Previous 8,572
0.41%
Holding current value
$920,690
Previous $896 Million
2.35%
% of portfolio
0.63%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,761Shares Held
307MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio