Ep Wealth Advisors, LLC Ishares California Muni Bond E Put Options Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CMF
# of Institutions
314Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
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Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
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Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
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Facet Wealth, Inc.1.15MShares$64.5 Million1.79% of portfolio