Yardley Wealth Management LLC Ishares National Muni Bond ETF Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 11,663 shares of MUB stock, worth $1.23 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
11,663
Previous 11,709
0.39%
Holding current value
$1.23 Million
Previous $1.27 Million
2.28%
% of portfolio
0.6%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,663Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.25 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.14 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.92 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.41 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.39 Billion1.37% of portfolio