Investment Advisory Group, LLC Ishares California Muni Bond E Transaction History
Investment Advisory Group, LLC
- $290 Million
- Q1 2025
A detailed history of Investment Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Investment Advisory Group, LLC holds 11,400 shares of CMF stock, worth $629,394. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,400
Previous 11,400
-0.0%
Holding current value
$629,394
Previous $652,000
1.99%
% of portfolio
0.22%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
317Shares Held
46.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$607 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$377 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$93.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$78.6 Million0.69% of portfolio