Destination Wealth Management
CIK
0001278573
City
Walnut Creek
State / Country
CA
Holdings in MUC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $475,569 | 44,865 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $626,131 | 57,708 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $590,446 | 57,048 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $610,984 | 57,048 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $606,420 | 57,048 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $495,970 | 43,053 | Shares | Sole | 2024-11-25 |
| 2024-06-30 | $477,888 | 43,053 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $297,270 | 27,000 | Shares | Sole | 2024-05-14 |
| 2023-06-30 | $117,950 | 10,871 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $120,675 | 10,911 | Shares | Sole | 2023-05-05 |
| 2022-12-31 | $117,184 | 10,911 | Shares | Sole | 2023-02-13 |