Twin Peaks Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,684 shares of CMF stock, worth $325,977. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,684
Previous 5,684
-0.0%
Holding current value
$325,977
Previous $317 Million
2.39%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio