Apex Wealth Management, LLC MUB Holdings History
Apex Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 2,491.00 shares of iShares National Muni Bond ETF(MUB), totaling $262,680.00. This investment constitutes 0.24% of their stock portfolio, and Apex Wealth Management, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $106.35 for 10,262.00 shares. Based on historical transaction data and MUB's current price of $103.24, Apex Wealth Management, LLC's estimated gain on his MUB holdings is $-21,392.72, reflecting a -1.56% gain to date.
Apex Wealth Management, LLC MUB ($103.24) Holding Chart
Apex Wealth Management, LLC MUB ($103.24) 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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