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Keudell/Morrison Wealth Management → MUA

Keudell/Morrison Wealth Management MUA Position History

BlackRock MuniAssets Fund, Inc. • Financial Services

Quarters held
4
Latest value
$540K
Q3 2026
Peak value
$540K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$369K
Q1 2026$338K
Q2 2026$357K
Q3 2026$540K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$540K56.6K——
Q2 2026$357K32.4K——
Q1 2026$338K31.8K——
Q4 2025$369K34.4K——

Other funds holding MUA

Other Keudell/Morrison Wealth Management positions

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SCHWAB STRATEGIC TR

$47M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.8M
VGES

VANGUARD WHITEHALL FDS

$25.2M
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VANGUARD WHITEHALL FDS

$24.4M
VGES

VANGUARD WHITEHALL FDS

$23.8M
AAPL

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$22.9M