Alpha Financial Partners, LLC Ishares California Muni Bond E Transaction History
Alpha Financial Partners, LLC
- $127 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
317Shares Held
46.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$607 Million0.12% of portfolio
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Wealthfront Advisers LLC6.83MShares$377 Million1.15% of portfolio
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Morgan Stanley New York, NY1.84MShares$102 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$93.5 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$78.6 Million0.69% of portfolio