ORG Wealth Partners, LLC MUB Holdings History
ORG Wealth Partners, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, ORG Wealth Partners, LLC held 5,696.00 shares of iShares National Muni Bond ETF(MUB), totaling $594,030.00. This investment constitutes 0.14% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q3. And since then ORG Wealth Partners, LLC has made 1 purchases of MUB, at an average price of $107.72, for a total of 12,495.00 shares. In addition, there have been 2 sales at an average price of $103.99 for 6,799.00 shares. Based on historical transaction data and MUB's current price of $103.49, ORG Wealth Partners, LLC's estimated gain on his MUB holdings is $-49,393.73, reflecting a -3.67% gain to date.
ORG Wealth Partners, LLC MUB ($103.49) Holding Chart
ORG Wealth Partners, 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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