Conquis Financial LLC Ishares California Muni Bond E Transaction History
Conquis Financial LLC
- $106 Billion
- Q3 2025
A detailed history of Conquis Financial LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Conquis Financial LLC holds 37,618 shares of CMF stock, worth $2.16 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
37,618
Previous 27,072
38.96%
Holding current value
$2.16 Million
Previous $1.51 Billion
42.2%
% of portfolio
2.03%
Previous 1.46%
Shares
4 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