Summit Wealth Group, LLC MUB Holdings History
Summit Wealth Group, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 29,508.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.11 Mil. This investment constitutes 0.91% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2023Q1. And since then Summit Wealth Group, LLC has made 3 purchases of MUB, at an average price of $105.71, for a total of 2.48 Mil shares. In addition, there have been 3 sales at an average price of $106.42 for 2.45 Mil shares. Based on historical transaction data and MUB's current price of $104.19, Summit Wealth Group, LLC's estimated gain on his MUB holdings is $1.70 Mil, reflecting a 0.65% gain to date.
Summit Wealth Group, LLC MUB ($104.19) Holding Chart
Summit Wealth Group, LLC MUB ($104.19) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
