Schneider Downs Wealth Management Advisors, LP MUB Holdings History
Schneider Downs Wealth Management Advisors, LP's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 296,578.00 shares of iShares National Muni Bond ETF(MUB), totaling $31.27 Mil. This investment constitutes 5.66% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.08% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2020Q1. And since then Schneider Downs Wealth Management Advisors, LP has made 14 purchases of MUB, at an average price of $111.22, for a total of 372,392.00 shares. In addition, there have been 7 sales at an average price of $109.47 for 75,814.00 shares. Based on historical transaction data and MUB's current price of $103.95, Schneider Downs Wealth Management Advisors, LP's estimated gain on his MUB holdings is $-2.29 Mil, reflecting a -5.52% gain to date.
Schneider Downs Wealth Management Advisors, LP MUB ($103.95) Holding Chart
Schneider Downs Wealth Management Advisors, LP MUB ($103.95) 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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