Hb Wealth Management, LLC Ishares California Muni Bond E Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,491 shares of CMF stock, worth $256,481. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,491
Previous 3,615
24.23%
Holding current value
$256,481
Previous $210,000
22.38%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$628 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.7 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.3 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.6 Million1.79% of portfolio