Arkadios Wealth Advisors Ishares California Muni Bond E Transaction History
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
296Shares Held
39.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$756 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.36MShares$77.5 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.7 Million0.68% of portfolio
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Bailard, Inc.1.06MShares$60.7 Million1.59% of portfolio