Number of Shares
3,955.00
Current Holdings Value*
$417,020.00
% of Portfolio
0.2%
Total Estimate Gain
$-180,728.37
% of Total Estimate Gain
-7.28%

Altus Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Altus Wealth Management, LLC held 3,955.00 shares of iShares National Muni Bond ETF(MUB), totaling $417,020.00. This investment constitutes 0.2% of their stock portfolio, and Altus Wealth Management, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2020Q3. And since then Altus Wealth Management, LLC has made 5 purchases of MUB, at an average price of $114.71, for a total of 21,649.00 shares. In addition, there have been 4 sales at an average price of $106.82 for 17,694.00 shares. Based on historical transaction data and MUB's current price of $104.32, Altus Wealth Management, LLC's estimated gain on his MUB holdings is $-180,728.37, reflecting a -7.28% gain to date.

Altus Wealth Management, LLC MUB ($104.32) Holding Chart

Altus Wealth Management, LLC MUB ($104.32) 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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