LWS Wealth Advisors, Inc. MUB Holdings History
LWS Wealth Advisors, Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 30,515.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.31 Mil. This investment constitutes 1.24% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 6 purchases of MUB, at an average price of $105.47, for a total of 34,623.00 shares. In addition, there have been 2 sales at an average price of $106.84 for 4,108.00 shares. Based on historical transaction data and MUB's current price of $103.24, LWS Wealth Advisors, Inc.'s estimated gain on his MUB holdings is $-62,557.09, reflecting a -1.71% gain to date.
LWS Wealth Advisors, Inc. MUB ($103.24) Holding Chart
LWS Wealth Advisors, Inc. MUB ($103.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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