Sax Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 17,163 shares of MUB stock, worth $1.82 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,163
Previous 16,189
6.02%
Holding current value
$1.82 Million
Previous $1.72 Million
8.12%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,511Shares Held
304MCall 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$1.03 Billion3.29% of portfolio