Golden State Wealth Management, LLC Ishares California Muni Bond E Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,248 shares of CMF stock, worth $416,180. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,248
Previous 8,480
14.53%
Holding current value
$416,180
Previous $493,000
84111.97%
% of portfolio
0.06%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$631 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.7 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio