San Luis Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

San Luis Wealth Advisors LLC

  • $473 Million
  • Q4 2025
Number of Shares
239,055
Previous 219,182 9.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
N/A
19,873 Added 9.07%
239,055 $0
Q3 2025

Nov 18, 2025
BUY
N/A
14,775 Added 7.23%
219,182 $0
Q2 2025

Jul 17, 2025
BUY
N/A
204,407 New
204,407 $15 Million
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