Number of Shares
57,520.00
Current Holdings Value*
$6.06 Mil
% of Portfolio
4.87%
Total Estimate Gain
$-87,648.83
% of Total Estimate Gain
-0.86%

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 %

Top Ranked Articles

  • 1