Allworth Financial LP Ishares California Muni Bond E Transaction History
Allworth Financial LP
- $17.3 Billion
- Q4 2024
A detailed history of Allworth Financial LP transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Allworth Financial LP holds 19,273 shares of CMF stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,273
Previous 5,525
248.83%
Holding current value
$1.1 Million
Previous $321,000
243.61%
% of portfolio
0.01%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding CMF
# of Institutions
302Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.5 Million0.68% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio