Number of Shares
15,141.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
1.37%
Total Estimate Gain
$-48,588.67
% of Total Estimate Gain
-2.83%

White & Co Financial Planning Inc's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, White & Co Financial Planning Inc held 15,141.00 shares of iShares National Muni Bond ETF(MUB), totaling $1.59 Mil. This investment constitutes 1.37% of their stock portfolio, and White & Co Financial Planning Inc now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $106.35 for 836.00 shares. Based on historical transaction data and MUB's current price of $104.27, White & Co Financial Planning Inc's estimated gain on his MUB holdings is $-48,588.67, reflecting a -2.83% gain to date.

White & Co Financial Planning Inc MUB ($104.27) Holding Chart

White & Co Financial Planning Inc MUB ($104.27) 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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