Xcel Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,892 shares of MUB stock, worth $201,649. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,892
Previous 1,892 -0.0%
Holding current value
$201,649
Previous $201,000 1.99%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$107.41 - $108.76 $203,219 - $205,773
1,892 New
1,892 $203,000
Q1 2022

Apr 29, 2022
SELL
$109.33 - $116.18 $197,449 - $209,821
-1,806 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
$115.39 - $116.62 $576 - $583
5 Added 0.28%
1,806 $210,000
Q2 2020

Jul 10, 2020
BUY
$109.93 - $115.44 $197,983 - $207,907
1,801 New
1,801 $207,000

Others Institutions Holding MUB

# of Institutions
1,510
Shares Held
304M
Call Options Held
506K
Put Options Held
427K
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email