Oakwell Private Wealth Management, LLC MUB Holdings History
Oakwell Private Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held - shares of iShares National Muni Bond ETF(MUB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2020Q4. And since then Oakwell Private Wealth Management, LLC has made 5 purchases of MUB, at an average price of $108.84, for a total of 142,913.00 shares. In addition, there have been 11 sales at an average price of $107.65 for 142,913.00 shares. Based on historical transaction data and MUB's current price of $103.55, Oakwell Private Wealth Management, LLC's estimated gain on his MUB holdings is $-169,863.29, reflecting a -1.09% gain to date.
Oakwell Private Wealth Management, LLC MUB ($103.55) Holding Chart
Oakwell Private Wealth Management, LLC MUB ($103.55) 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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