VERUS WEALTH MANAGEMENT, LLC MUB Holdings History
Number of Shares
108,048.00
Current Holdings Value*
$11.39 Mil
% of Portfolio
12.48%
Total Estimate Gain
$-451,452.32
% of Total Estimate Gain
-3.89%
VERUS WEALTH MANAGEMENT, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 108,048.00 shares of iShares National Muni Bond ETF(MUB), totaling $11.39 Mil. This investment constitutes 12.48% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of MUB, at an average price of $107.42, for a total of 108,048.00 shares. Based on historical transaction data and MUB's current price of $103.24, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his MUB holdings is $-451,452.32, reflecting a -3.89% gain to date.
VERUS WEALTH MANAGEMENT, LLC MUB ($103.24) Holding Chart
VERUS WEALTH MANAGEMENT, 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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