Envestnet Portfolio Solutions, Inc. Ishares California Muni Bond E Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 117,552 shares of CMF stock, worth $6.71 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
117,552
Previous 84,689
38.8%
Holding current value
$6.71 Million
Previous $4.87 Million
37.21%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
273Shares Held
33.2MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$549 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$72.8 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$59.7 Million0.01% of portfolio
-
Bailard, Inc.849KShares$48.5 Million1.3% of portfolio