Ehrlich Financial Group Ishares California Muni Bond E Transaction History
Ehrlich Financial Group
- $168 Billion
- Q3 2025
A detailed history of Ehrlich Financial Group transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ehrlich Financial Group holds 86,801 shares of CMF stock, worth $4.98 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
86,801
Previous 86,680
0.14%
Holding current value
$4.98 Million
Previous $4.83 Billion
2.47%
% of portfolio
2.94%
Previous 3.13%
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