Lifeworks Advisors, LLC Ishares National Muni Bond ETF Transaction History
Lifeworks Advisors, LLC
- $638 Million
- Q2 2025
A detailed history of Lifeworks Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 47,061 shares of MUB stock, worth $5.06 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
47,061
Previous 38,645
21.78%
Holding current value
$5.06 Million
Previous $4.07 Million
20.67%
% of portfolio
0.77%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding MUB
# of Institutions
1,743Shares Held
321MCall Options Held
5.73MPut Options Held
2.36M-
Bank Of America Corp Charlotte, NC31.5MShares$3.39 Billion0.25% of portfolio
-
Envestnet Asset Management Inc20.4MShares$2.19 Billion0.65% of portfolio
-
Betterment LLC New York, NY18.6MShares$2 Billion4.13% of portfolio
-
Creative Planning Overland Park, KS12.3MShares$1.33 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$1.14 Billion0.39% of portfolio