Safir Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Safir Wealth Advisors, LLC
- $125 Million
- Q1 2025
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 26,469 shares of MUB stock, worth $2.73 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
26,469
Previous 19,579
35.19%
Holding current value
$2.73 Million
Previous $2.09 Million
33.46%
% of portfolio
2.23%
Previous 1.62%
Shares
17 transactions
Others Institutions Holding MUB
# of Institutions
1,656Shares Held
341MCall Options Held
697KPut Options Held
1.36M-
Bank Of America Corp Charlotte, NC30.9MShares$3.18 Billion0.28% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.1 Billion0.72% of portfolio
-
Betterment LLC New York, NY18.3MShares$1.88 Billion4.68% of portfolio
-
Gamma Investing LLC Foster City, CA13.4MShares$1.39 Billion0.68% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.36 Billion1.37% of portfolio