ProVise Management Group LLC sold 7,580 shares of iShares National Muni Bond ETF (MUB) in Q4.

ProVise Management Group LLC sold 7,580 shares of iShares National Muni Bond ETF (MUB) in Q4, reducing its holding to 14,833 shares worth $1.608 million. Ruedi Wealth Management Inc. increased its stake by 66.4%, while Howe & Rusling Inc. and Avantax Planning Partners Inc. made new positions in the ETF. Other institutional investors also modified their holdings during the same period.

May 25, 2024
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