Safir Wealth Advisors, LLC Ishares Short Term National Mu Transaction History
Safir Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 25,929 shares of SUB stock, worth $2.77 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
25,929
Previous 26,824
3.34%
Holding current value
$2.77 Million
Previous $2.83 Million
2.55%
% of portfolio
2.04%
Previous 2.26%
Shares
18 transactions
Others Institutions Holding SUB
# of Institutions
952Shares Held
80MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio