Alpha Financial Partners, LLC MUB Holdings History
Alpha Financial Partners, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 57,520.00 shares of iShares National Muni Bond ETF(MUB), totaling $6.06 Mil. This investment constitutes 4.87% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2023Q3. And since then Alpha Financial Partners, LLC has made 6 purchases of MUB, at an average price of $106.07, for a total of 96,096.00 shares. In addition, there have been 1 sales at an average price of $107.77 for 38,576.00 shares. Based on historical transaction data and MUB's current price of $103.41, Alpha Financial Partners, LLC's estimated gain on his MUB holdings is $-87,648.83, reflecting a -0.86% gain to date.
Alpha Financial Partners, LLC MUB ($103.41) Holding Chart
Alpha Financial Partners, LLC MUB ($103.41) 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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