Silver Oak Wealth Advisors Services, LLC Ishares California Muni Bond E Transaction History
Silver Oak Wealth Advisors Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 19,424 shares of CMF stock, worth $1.1 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
19,424Holding current value
$1.1 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$622 Million0.12% of portfolio
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Morgan Stanley New York, NY1.84MShares$104 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$95.8 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.5 Million0.69% of portfolio
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Facet Wealth, Inc.1.15MShares$65 Million1.79% of portfolio