Journey Strategic Wealth LLC Ishares California Muni Bond E Transaction History
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
A detailed history of Journey Strategic Wealth LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 39,218 shares of CMF stock, worth $2.25 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
39,218
Previous 37,790
3.78%
Holding current value
$2.25 Million
Previous $2.11 Million
6.17%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding CMF
# of Institutions
350Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio