Align Wealth Management, LLC MUB Holdings History
Number of Shares
87,416.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
7.58%
Total Estimate Gain
$56,663.05
% of Total Estimate Gain
0.62%
Align Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 87,416.00 shares of iShares National Muni Bond ETF(MUB), totaling $8.97 Mil. This investment constitutes 7.58% of their stock portfolio, and Align Wealth Management, LLC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and MUB's current price of $104.45, Align Wealth Management, LLC's estimated gain on his MUB holdings is $56,663.05, reflecting a 0.62% gain to date.
Align Wealth Management, LLC MUB ($104.45) Holding Chart
Align Wealth Management, LLC MUB ($104.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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