AWA
SBI

Aquire Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Aquire Wealth Advisors’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,660
Closed -$156K – 51
2025
Q3 		$156K Hold
19,660
– – 0.04% 50
2025
Q2 		$148K Hold
19,660
– – 0.04% 46
2025
Q1 		$153K Hold
19,660
– – 0.05% 48
2024
Q4 		$152K Hold
19,660
– – 0.05% 50
2024
Q3 		$161K Hold
19,660
– – 0.05% 46
2024
Q2 		$155K Hold
19,660
– – 0.05% 43
2024
Q1 		$156K Hold
19,660
– – 0.05% 46
2023
Q4 		$151K Hold
19,660
– – 0.06% 40
2023
Q3 		$141K Hold
19,660
– – 0.06% 39
2023
Q2 		$150K Sell
19,660
-19,660
-50% -$152K 0.06% 39
2023
Q1 		$156K Buy
39,320
+19,660
+100% +$154K 0.07% 38
2022
Q4 		$149K Hold
19,660
– – 0.07% 35
2022
Q3 		$145K Hold
19,660
– – 0.08% 34
2022
Q2 		$158K Hold
19,660
– – 0.09% 34
2022
Q1 		$169K Hold
19,660
– – 0.09% 37
2021
Q4 		$190K Buy
+19,660
New +$190K 0.1% 40

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return