Golden State Wealth Management, LLC Ishares California Muni Bond E Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,248 shares of CMF stock, worth $413,353. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,248
Previous 8,480
14.53%
Holding current value
$413,353
Previous $493,000
84111.97%
% of portfolio
0.06%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
294Shares Held
39.4MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$755 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.7 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio