Safir Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Safir Wealth Advisors, LLC
- $129 Million
- Q4 2024
A detailed history of Safir Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 19,579 shares of MUB stock, worth $2.08 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
19,579
Previous 20,019
2.2%
Holding current value
$2.08 Million
Previous $2.17 Million
4.05%
% of portfolio
1.62%
Previous 1.68%
Shares
16 transactions
Others Institutions Holding MUB
# of Institutions
1,545Shares Held
305MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.72 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.04 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.79 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.34 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.04 Billion3.29% of portfolio