21 West Wealth Management LLC Ishares California Muni Bond E Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, 21 West Wealth Management LLC holds 41,463 shares of CMF stock, worth $2.38 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
41,463
Previous 29,095
42.51%
Holding current value
$2.38 Million
Previous $1.62 Billion
45.83%
% of portfolio
2.24%
Previous 1.64%
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