Private Wealth Management Group, LLC MUB Holdings History
Private Wealth Management Group, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 90,477.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.54 Mil. This investment constitutes 3.52% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 3 purchases of MUB, at an average price of $105.03, for a total of 110,600.00 shares. In addition, there have been 2 sales at an average price of $107.07 for 20,123.00 shares. Based on historical transaction data and MUB's current price of $103.24, Private Wealth Management Group, LLC's estimated gain on his MUB holdings is $-121,288.68, reflecting a -1.04% gain to date.
Private Wealth Management Group, LLC MUB ($103.24) Holding Chart
Private Wealth Management Group, LLC MUB ($103.24) 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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