Safir Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Safir Wealth Advisors, LLC
- $122 Million
- Q2 2024
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 19,239 shares of MUB stock, worth $2.06 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
19,239
Previous 19,239
-0.0%
Holding current value
$2.06 Million
Previous $2.07 Million
1.01%
% of portfolio
1.68%
Previous 1.7%
Shares
14 transactions
Others Institutions Holding MUB
# of Institutions
1,439Shares Held
282MCall Options Held
1.73MPut Options Held
2.2M-
Bank Of America Corp Charlotte, NC23.2MShares$2.49 Billion0.24% of portfolio
-
Envestnet Asset Management Inc17MShares$1.82 Billion0.7% of portfolio
-
Betterment LLC New York, NY13.4MShares$1.44 Billion3.89% of portfolio
-
Creative Planning Overland Park, KS11.9MShares$1.27 Billion1.42% of portfolio
-
Jpmorgan Chase & CO New York, NY9.82MShares$1.05 Billion0.1% of portfolio