Position in MUA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$999,003
+$36,295 QoQ
Shares Held
90,736
0.0% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#25
of 95 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $5,817,000 across 11 Asset Management names. MUA ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUA |
Blackrock Muniassets Fund, Inc.
This page
|
90,736 | $999,003 | |
| 2 | BX |
Blackstone Inc.
|
7,568 | $890,526 | |
| 3 | PFG |
Principal Financial Group Inc
|
7,091 | $764,267 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,378 | $754,581 | |
| 5 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
54,647 | $682,541 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
11,576 | $496,263 | |
| 7 | BLK |
BlackRock, Inc.
|
401 | $385,585 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
36,036 | $341,621 |
All Filings in MUA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,003 | 90,736 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $962,708 | 90,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $681,230 | 63,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $703,773 | 63,403 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||