Number of Shares
300,008.00
Current Holdings Value*
$60.11 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-1.03 Mil
% of Total Estimate Gain
-3.20%
WIT, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, WIT, LLC held 300,008.00 shares of iShares National Muni Bond ETF(MUB), totaling $60.11 Mil. This investment constitutes 1.71% of their stock portfolio, and WIT, LLC now holds 0.08% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2023Q4. And since then WIT, LLC has made 5 purchases of MUB, at an average price of $107.39, for a total of 300,020.00 shares. In addition, there have been 1 sales at an average price of $107.91 for 12.00 shares. Based on historical transaction data and MUB's current price of $103.95, WIT, LLC's estimated gain on his MUB holdings is $-1.03 Mil, reflecting a -3.20% gain to date.
WIT, LLC MUB ($103.95) Holding Chart
WIT, LLC 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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