21 West Wealth Management LLC Ishares California Muni Bond E Transaction History
21 West Wealth Management LLC
- $109 Billion
- Q4 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 49,124 shares of CMF stock, worth $2.82 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
49,124
Previous 41,463
18.48%
Holding current value
$2.82 Million
Previous $2.37 Billion
19.35%
% of portfolio
2.58%
Previous 2.24%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
360Shares Held
42.4MCall 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
-
Facet Wealth, Inc.1.5MShares$85.9 Million1.59% of portfolio