Avantax Planning Partners, Inc. Ishares California Muni Bond E Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 11,616 shares of CMF stock, worth $657,117. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,616
Previous 12,196
4.76%
Holding current value
$657,117
Previous $708,000
6.07%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$622 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.5 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65 Million1.79% of portfolio