Atlas Capital Advisors LLC Ishares California Muni Bond E Transaction History
Atlas Capital Advisors LLC
- $656 Billion
- Q3 2024
A detailed history of Atlas Capital Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 6,862 shares of CMF stock, worth $389,761. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,862
Previous 6,316
8.64%
Holding current value
$389,761
Previous $359 Million
10.99%
% of portfolio
0.06%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding CMF
# of Institutions
290Shares Held
38.8MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$752 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.3 Million1.6% of portfolio