Safir Wealth Advisors, LLC Ishares Short Term National Mu Transaction History
Safir Wealth Advisors, LLC
- $125 Million
- Q1 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 26,824 shares of SUB stock, worth $2.82 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
26,824
Previous 21,614
24.1%
Holding current value
$2.82 Million
Previous $2.28 Million
24.13%
% of portfolio
2.26%
Previous 1.77%
Shares
17 transactions
Others Institutions Holding SUB
# of Institutions
906Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.15 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$818 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$657 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$656 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$368 Million0.03% of portfolio