Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$13,866.64
% of Total Estimate Gain
1.61%

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

As of 2025-03-31, Integris Wealth Management, LLC held - shares of iShares National Muni Bond ETF(MUB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Integris Wealth Management, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q4. And since then Integris Wealth Management, LLC has made 1 purchases of MUB, at an average price of $104.55, for a total of 8,216.00 shares. In addition, there have been 3 sales at an average price of $106.24 for 8,216.00 shares. Based on historical transaction data and MUB's current price of $104.34, Integris Wealth Management, LLC's estimated gain on his MUB holdings is $13,866.64, reflecting a 1.61% gain to date.

Integris Wealth Management, LLC MUB ($104.34) Holding Chart

Integris Wealth Management, LLC MUB ($104.34) 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 %

Top Ranked Articles

  • 1