HERITAGE WEALTH MANAGEMENT, LLC MUB Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares National Muni Bond ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 7,434.00 shares of iShares National Muni Bond ETF(MUB), totaling $792,090.00. This investment constitutes 0.44% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of MUB, at an average price of $107.27, for a total of 62,224.00 shares. In addition, there have been 3 sales at an average price of $104.97 for 54,790.00 shares. Based on historical transaction data and MUB's current price of $103.49, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his MUB holdings is $-154,335.69, reflecting a -2.31% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC MUB ($103.49) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC MUB ($103.49) 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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