Safir Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Safir Wealth Advisors, LLC
- $140 Million
- Q3 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 22,614 shares of MUB stock, worth $2.43 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
22,614
Previous 25,924
12.77%
Holding current value
$2.43 Million
Previous $2.71 Million
11.08%
% of portfolio
1.72%
Previous 2.0%
Shares
19 transactions
Others Institutions Holding MUB
# of Institutions
1,754Shares Held
315MCall 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