Client First Capital LLC Ishares California Muni Bond E Transaction History
Client First Capital LLC
- $215 Million
- Q3 2025
A detailed history of Client First Capital LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Client First Capital LLC holds 92,578 shares of CMF stock, worth $5.31 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
92,578
Previous 92,578
-0.0%
Holding current value
$5.31 Million
Previous $5.16 Million
2.33%
% of portfolio
2.45%
Previous 2.5%
Shares
8 transactions
Others Institutions Holding CMF
# of Institutions
349Shares 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