Avantax Advisory Services, Inc. Ishares California Muni Bond E Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 80,438 shares of CMF stock, worth $4.61 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
80,438
Previous 60,055
33.94%
Holding current value
$4.61 Million
Previous $3.38 Million
32.67%
% of portfolio
0.03%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding CMF
# of Institutions
352Shares Held
42.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio