Alpha Financial Partners, LLC Ishares California Muni Bond E Transaction History

Alpha Financial Partners, LLC

$127 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$56.65 - $58.17 $5.24 Million - $5.38 Million	92,516 New	92,516 $5.38 Billion

Others Institutions Holding CMF

# of Institutions

318

Shares Held

46.7M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$607 Million
0.12% of portfolio
Wealthfront Advisers LLC

6.83M
Shares

$377 Million
1.15% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$93.5 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.42M
Shares

$78.5 Million
0.69% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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