Maxwell Wealth Strategies Inc. Ishares California Muni Bond E Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 6,682 shares of CMF stock, worth $384,014. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,682
Previous 6,638
0.66%
Holding current value
$384,014
Previous $381 Million
0.47%
% of portfolio
0.16%
Previous 0.16%
Shares
3 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$632 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$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio