Ep Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,309,215 shares of CMF stock, worth $74.6 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
1,309,215
Previous 1,273,710
2.79%
Holding current value
$74.6 Million
Previous $72.4 Million
5.01%
% of portfolio
0.68%
Previous 0.78%
Shares
27 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$754 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio
-
Bailard, Inc.849KShares$48.4 Million1.3% of portfolio