Clune & Associates, Ltd. Ishares California Muni Bond E Call Options Transaction History

Clune & Associates, Ltd.

$301 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

302

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$626 Million
0.12% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.3 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.5 Million
0.68% of portfolio
Facet Wealth, Inc.

1.15M
Shares

$65.4 Million
1.79% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clune & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Clune & Associates, Ltd. with notifications on news.