Curtis Advisory Group, LLC Ishares California Muni Bond E Put Options Transaction History

Curtis Advisory Group, LLC

$334 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$756 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$103 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.6 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.8 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.7 Million
1.6% 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 Curtis Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curtis Advisory Group, LLC with notifications on news.