Brandywine Oak Private Wealth LLC MUB Holdings History
Brandywine Oak Private Wealth LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 108,769.00 shares of iShares National Muni Bond ETF(MUB), totaling $11.47 Mil. This investment constitutes 1.12% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 20 purchases of MUB, at an average price of $108.37, for a total of 191,418.00 shares. In addition, there have been 5 sales at an average price of $108.05 for 82,649.00 shares. Based on historical transaction data and MUB's current price of $103.62, Brandywine Oak Private Wealth LLC's estimated gain on his MUB holdings is $-542,903.95, reflecting a -2.62% gain to date.
Brandywine Oak Private Wealth LLC MUB ($103.62) Holding Chart
Brandywine Oak Private Wealth LLC MUB ($103.62) 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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