Evergreen Wealth Solutions, LLC MUB Holdings History
Evergreen Wealth Solutions, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held - shares of iShares National Muni Bond ETF(MUB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q4. And since then Evergreen Wealth Solutions, LLC has made 5 purchases of MUB, at an average price of $112.69, for a total of 28,618.00 shares. In addition, there have been 8 sales at an average price of $106.54 for 28,618.00 shares. Based on historical transaction data and MUB's current price of $103.65, Evergreen Wealth Solutions, LLC's estimated gain on his MUB holdings is $-175,871.83, reflecting a -5.45% gain to date.
Evergreen Wealth Solutions, LLC MUB ($103.65) Holding Chart
Evergreen Wealth Solutions, LLC MUB ($103.65) 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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