Integris Wealth Management, LLC Ishares California Muni Bond E Transaction History
Integris Wealth Management, LLC
- $358 Billion
- Q3 2024
A detailed history of Integris Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Integris Wealth Management, LLC holds 9,213 shares of CMF stock, worth $525,878. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,213
Previous 9,213
-0.0%
Holding current value
$525,878
Previous $524 Million
2.16%
% of portfolio
0.15%
Previous 0.15%
Shares
3 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$756 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 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