Sax Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
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 35,752 shares of MUB stock, worth $3.82 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
35,752
Previous 30,913
15.65%
Holding current value
$3.82 Million
Previous $3.29 Million
16.2%
% of portfolio
0.18%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,780Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio