San Luis Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 62,702 shares of MUB stock, worth $6.71 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
62,702
Previous 58,505
7.17%
Holding current value
$6.71 Million
Previous $6.23 Million
7.17%
% of portfolio
1.5%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding MUB
# of Institutions
1,761Shares Held
307MCall 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