Catalytic Wealth Ria, LLC Ishares California Muni Bond E Transaction History
Catalytic Wealth Ria, LLC
- $3.04 Trillion
- Q3 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 23,167 shares of CMF stock, worth $1.33 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,167
Previous 13,406
72.81%
Holding current value
$1.33 Million
Previous $747 Million
76.84%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
351Shares Held
42.1MCall 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